WBH Advisory’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 | $2.16M | Buy |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.28M | Hold |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $818 | Buy |
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|
2019
Q4 | $927K | Buy |
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|
2019
Q3 | $748K | Buy |
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|
2019
Q2 | $738K | Hold |
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|
2019
Q1 | $711K | Buy |
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|
2018
Q4 | $629 | Buy |
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|
2018
Q3 | $728K | Buy |
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|
2018
Q2 | $677K | Buy |
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|
2018
Q1 | $593K | Buy |
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|
2017
Q4 | $592K | Hold |
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|
2017
Q3 | $557K | Buy |
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|
2017
Q2 | $533K | Buy |
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|
2017
Q1 | $517K | Buy |
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|
2016
Q4 | $488K | Buy |
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|
2016
Q3 | $470K | Buy |
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|
2016
Q2 | $372K | Buy |
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|
2016
Q1 | $363K | Buy |
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|
2015
Q4 | $358 | Buy |
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|
2015
Q3 | $335K | Buy |
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|
2015
Q2 | $358K | Buy |
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|
2015
Q1 | $357 | Buy |
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|
2014
Q4 | $350K | Buy |
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|
2014
Q3 | $334K | Buy |
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