Wealthspan 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
$284K Hold
2025
Q2
$263K Buy
2025
Q1
Sell
2024
Q4
$206K Buy
2023
Q1
Sell
2022
Q4
$320K Hold
2022
Q3
$299K Buy
2022
Q2
$241K Buy
2022
Q1
$255K Hold
2021
Q4
$268K Buy