Wealth Effects’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 | $2.25M | Buy |
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|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.75M | Buy |
|
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $983K | Buy |
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|
2022
Q3 | $819K | Buy |
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|
2022
Q2 | $843K | Buy |
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|
2022
Q1 | $926K | Buy |
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|
2021
Q4 | $834K | Buy |
|