Wealth Alliance’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
$908K Buy
2025
Q1
$760K Buy
2024
Q4
$778K Sell
2024
Q3
$764K Buy
2024
Q2
$720K Buy
2024
Q1
$683K Buy
2023
Q4
$507K Buy
2023
Q3
$448K Sell
2023
Q2
$513K Buy
2023
Q1
$429K Buy
2022
Q4
$386K Buy
2022
Q3
$360K Buy
2022
Q2
$369K Buy
2020
Q2
Sell
2020
Q1
$211K Buy