Waverly Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Waverly Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$314K	Hold
2025 Q1	$307K	Buy
2024 Q4	$297K	Buy
2024 Q3	$290K	Hold
2024 Q2	$267K	Hold
2024 Q1	$274K	Sell
2023 Q4	$258K	Buy
2023 Q3	$228K	Buy
2023 Q2	$237K	Buy
2015 Q4	–	Sell
2015 Q3	$76K	Buy