Ulland Investment 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
Q2 | $650K | Sell |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $644K | Buy |
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|
2024
Q3 | $528K | Buy |
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|
2024
Q2 | $495K | Buy |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $427K | Buy |
|