Waypoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $568K | Buy |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $3.47M | Buy |
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|
2021
Q4 | $3.08M | Buy |
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