Valley Financial Management’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
2023
Q2
$7.03M Sell
2023
Q1
$6.69M Sell
2022
Q4
$10.1M Sell
2022
Q3
$16.3M Buy