Wealthquest’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 | $1.37M | Sell |
|
|||||
|
2025
Q1 | $1.27M | Sell |
|
|||||
|
2024
Q4 | $1.42M | Sell |
|
|||||
|
2024
Q3 | $1.45M | Sell |
|
|||||
|
2024
Q2 | $1.43M | Sell |
|
|||||
|
2024
Q1 | $1.57M | Buy |
|
|||||
|
2023
Q4 | $1.31M | Sell |
|
|||||
|
2023
Q3 | $1.25M | Sell |
|
|||||
|
2023
Q2 | $1.34M | Sell |
|
|||||
|
2023
Q1 | $1.27M | Sell |
|
|||||
|
2022
Q4 | $1.24M | Sell |
|
|||||
|
2022
Q3 | $1.16M | Sell |
|
|||||
|
2022
Q2 | $1.31M | Sell |
|
|||||
|
2022
Q1 | $1.97M | Hold |
|
|||||
|
2021
Q4 | $1.97M | Sell |
|
|||||
|
2021
Q3 | $2.61M | Sell |
|
|||||
|
2021
Q2 | $3.14M | Sell |
|
|||||
|
2021
Q1 | $3.32M | Sell |
|
|||||
|
2020
Q4 | $4.05M | Sell |
|
|||||
|
2020
Q3 | $4.66M | Buy |
|
|||||
|
2020
Q2 | $3.43M | Buy |
|
|||||
|
2019
Q4 | $1.13M | Buy |
|