TruWealth Advisors’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
Q3 | $22.7M | Buy |
|
|||||
|
2025
Q2 | $20.7M | Buy |
|
|||||
|
2025
Q1 | $18.1M | Buy |
|
|||||
|
2024
Q4 | $18.9M | Buy |
|
|||||
|
2024
Q3 | $18.2M | Buy |
|
|||||
|
2024
Q2 | $16.9M | Buy |
|
|||||
|
2024
Q1 | $16.1M | Buy |
|
|||||
|
2023
Q4 | $14.1M | Buy |
|
|||||
|
2023
Q3 | $12.3M | Buy |
|
|||||
|
2023
Q2 | $12.6M | Buy |
|
|||||
|
2023
Q1 | $11.6M | Buy |
|
|||||
|
2022
Q4 | $10.6M | Buy |
|
|||||
|
2022
Q3 | $9.14M | Buy |
|
|||||
|
2022
Q2 | $9.27M | Buy |
|
|||||
|
2022
Q1 | $10.1M | Buy |
|
|||||
|
2021
Q4 | $10.1M | Buy |
|
|||||
|
2021
Q3 | $9.03M | Buy |
|
|||||
|
2021
Q2 | $8.72M | Sell |
|
|||||
|
2021
Q1 | $8.37M | Buy |
|
|||||
|
2020
Q4 | $7.34M | Buy |
|