Walter & Keenan Wealth 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 | $5.28M | Buy |
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|
2025
Q1 | $4.7M | Sell |
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|
2024
Q4 | $4.94M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $998K | Sell |
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|
2024
Q1 | $997K | Buy |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $441K | Buy |
|
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $407K | Buy |
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|
2021
Q2 | $222K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.58M | Buy |
|