WealthShield 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
Q2 | $2.06M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $2.65M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $780K | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $578K | Sell |
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|
2021
Q2 | $12.9M | Sell |
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|
2021
Q1 | $12.4M | Sell |
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|
2020
Q4 | $15.1M | Buy |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $761K | Buy |
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|
2019
Q3 | $541K | Hold |
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|
2019
Q2 | $534K | Sell |
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|
2019
Q1 | $533K | Buy |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q3 | $473K | Hold |
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|
2018
Q2 | $442K | Sell |
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|
2018
Q1 | $541K | Sell |
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|
2017
Q4 | $698K | Buy |
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