Waterfront Wealth’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 | $6.86M | Buy |
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|
2025
Q1 | $5.85M | Buy |
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|
2024
Q4 | $5.81M | Buy |
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|
2024
Q3 | $5.76M | Buy |
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|
2024
Q2 | $5.35M | Sell |
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|
2024
Q1 | $5.18M | Sell |
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|
2023
Q4 | $5M | Buy |
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|
2023
Q3 | $4.41M | Buy |
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|
2023
Q2 | $4.67M | Sell |
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|
2023
Q1 | $4.73M | Sell |
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|
2022
Q4 | $4.74M | Buy |
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|
2022
Q3 | $4.44M | Sell |
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|
2022
Q2 | $4.6M | Buy |
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|
2022
Q1 | $5.32M | Buy |
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|
2021
Q4 | $5.31M | Sell |
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|
2021
Q3 | $5.35M | Sell |
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|
2021
Q2 | $5.6M | Buy |
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|
2021
Q1 | $5.22M | Sell |
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|
2020
Q4 | $4.88M | Buy |
|