U.S. Capital Wealth 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 | $17.1M | Buy |
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|
2025
Q2 | $13.1M | Sell |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $15.8M | Buy |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $14.1M | Buy |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $9.62M | Buy |
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|
2023
Q2 | $9.94M | Buy |
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|
2023
Q1 | $4.31M | Sell |
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|
2022
Q4 | $4.43M | Buy |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $2.71M | Sell |
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|
2021
Q3 | $2.48M | Buy |
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