Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $437K | Hold |
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|
2023
Q2 | $456K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $812K | Sell |
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|
2021
Q4 | $858K | Hold |
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|
2021
Q3 | $775K | Hold |
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|
2021
Q2 | $793K | Hold |
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|
2021
Q1 | $745K | Hold |
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|
2020
Q4 | $675K | Hold |
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|
2020
Q3 | $620K | Hold |
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|
2020
Q2 | $572K | Hold |
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|
2020
Q1 | $504K | Hold |
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|
2019
Q4 | $608K | Buy |
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