TrueWealth Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2M | Buy |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $15.8M | Sell |
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|
2024
Q2 | $16.6M | Buy |
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|
2024
Q1 | $15.2M | Sell |
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $11.4M | Buy |
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|
2022
Q4 | $9.64M | Buy |
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|
2022
Q3 | $8.68M | Buy |
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|
2022
Q2 | $8.87M | Buy |
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|
2022
Q1 | $9.94M | Buy |
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|
2021
Q4 | $10.2M | Buy |
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