Wakefield Asset 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
2025
Q2
$2.55M Buy
2025
Q1
$2.19M Buy
2024
Q4
$2.18M Sell
2024
Q3
$2.19M Sell
2024
Q2
$6.06M Buy
2024
Q1
$5.72M Sell
2023
Q4
$5.31M Sell
2023
Q3
$4.88M Sell
2023
Q2
$5.32M Buy
2023
Q1
$4.7M Buy
2022
Q4
$4.21M Buy
2022
Q3
$3.92M Sell
2022
Q2
$4.27M Sell
2022
Q1
$5.49M Sell
2021
Q4
$6.54M Buy
2021
Q3
$5.64M Buy
2021
Q2
$5.41M Sell
2021
Q1
$5.05M Buy
2020
Q4
$4.72M Buy
2020
Q3
$4.09M Sell
2020
Q2
$4.07M Buy