Vantage Financial Partners (Wisconsin)’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 | $2.31M | Sell |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $5.45M | Sell |
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|
2024
Q3 | $6.03M | Sell |
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|
2024
Q2 | $6.42M | Sell |
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|
2024
Q1 | $6.72M | Buy |
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|
2023
Q4 | $5.98M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $269K | Buy |
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