Valley Wealth Managers’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 | $900K | Sell |
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|
2025
Q1 | $965K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $946K | Buy |
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|
2024
Q1 | $777K | Sell |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $192K | Buy |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $228K | Hold |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $243K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $286K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $132K | Hold |
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|
2016
Q4 | $125K | Buy |
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|
2016
Q3 | $50K | Buy |
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|
2016
Q2 | $34K | Buy |
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