Wealth Management Resources’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 | $2.08M | Buy |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $2.12M | Hold |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $979K | Hold |
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|
2023
Q2 | $991K | Buy |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $711K | Hold |
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|
2022
Q3 | $664K | Hold |
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|
2022
Q2 | $702K | Hold |
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|
2022
Q1 | $840K | Hold |
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|
2021
Q4 | $883K | Buy |
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