Waddell & Associates’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 | $3.22M | Sell |
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|
2025
Q1 | $3.11M | Buy |
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|
2024
Q4 | $2.82M | Sell |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.12M | Buy |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $981K | Buy |
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|
2021
Q3 | $851K | Hold |
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|
2021
Q2 | $849 | Buy |
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