Unique Wealth’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 | $2.55M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $923K | Buy |
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|
2024
Q2 | $794K | Hold |
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|
2024
Q1 | $764K | Sell |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $5.45M | Sell |
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|
2023
Q2 | $5.73M | Sell |
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|
2023
Q1 | $5.32M | Sell |
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|
2022
Q4 | $7.04M | Buy |
|