Waller Financial Planning Group’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
Q3 | $9.36M | Buy |
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|
2025
Q2 | $8.54M | Buy |
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|
2025
Q1 | $7.16M | Sell |
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|
2024
Q4 | $8.4M | Buy |
|
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|
2024
Q3 | $5.92M | Sell |
|
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|
2024
Q2 | $5.69M | Buy |
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|
2024
Q1 | $5.18M | Sell |
|
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|
2023
Q4 | $4.75M | Buy |
|
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|
2023
Q3 | $4.21M | Sell |
|
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|
2023
Q2 | $4.47M | Sell |
|
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|
2023
Q1 | $4.24M | Sell |
|
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|
2022
Q4 | $6.5M | Sell |
|
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|
2022
Q3 | $6.22M | Sell |
|
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|
2022
Q2 | $6.6M | Sell |
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|
2022
Q1 | $9.98M | Buy |
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|
2021
Q4 | $9.68M | Buy |
|
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|
2021
Q3 | $8.41M | Sell |
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|
2021
Q2 | $8.62M | Sell |
|
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|
2021
Q1 | $8.02M | Sell |
|
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|
2020
Q4 | $8.02M | Buy |
|
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|
2020
Q3 | $6.5M | Buy |
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|
2020
Q2 | $5.68M | Sell |
|
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|
2020
Q1 | $4.82M | Buy |
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|
2019
Q4 | $1.37M | Buy |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.11M | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $988K | Buy |
|