Walkner Condon Financial Advisors’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 | $14.9M | Sell |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $15.4M | Sell |
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|
2024
Q3 | $15.3M | Buy |
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|
2024
Q2 | $13.2M | Sell |
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|
2024
Q1 | $13.2M | Buy |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $9.47M | Buy |
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|
2023
Q2 | $9.64M | Buy |
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|
2023
Q1 | $8.76M | Buy |
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|
2022
Q4 | $8.03M | Buy |
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|
2022
Q3 | $7.22M | Buy |
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|
2022
Q2 | $6.97M | Buy |
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|
2022
Q1 | $7.91M | Sell |
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|
2021
Q4 | $9.61M | Buy |
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|
2021
Q3 | $8.6M | Buy |
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|
2021
Q2 | $8.35M | Buy |
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|
2021
Q1 | $7M | Buy |
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|
2020
Q4 | $5.88M | Buy |
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|
2020
Q3 | $2.73M | Buy |
|