WealthPLAN Partners’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 | $1.11M | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $943K | Buy |
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|
2024
Q3 | $742K | Sell |
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|
2024
Q2 | $872K | Buy |
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|
2024
Q1 | $768K | Hold |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $173K | Sell |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $573K | Buy |
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|
2022
Q1 | $823K | Buy |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $12.9K | Buy |
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|
2016
Q3 | $65.5K | Buy |
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|
2016
Q2 | $52.2K | Buy |
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|
2015
Q4 | $29.7K | Buy |
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