Wade Financial Advisory’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
Q1 | $973K | Buy |
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|
2024
Q4 | $907K | Hold |
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|
2024
Q3 | $888K | Sell |
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|
2024
Q2 | $846K | Sell |
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|
2024
Q1 | $814K | Hold |
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|
2023
Q4 | $740K | Hold |
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|
2023
Q3 | $665K | Hold |
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|
2023
Q2 | $690K | Hold |
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|
2023
Q1 | $637K | Hold |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | $489K | Buy |
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