Wealthspire Advisors (New York)’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 | $1.31B | Sell |
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|
2025
Q1 | $1.21B | Buy |
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|
2024
Q4 | $631M | Buy |
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|
2024
Q3 | $614M | Buy |
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|
2024
Q2 | $578M | Buy |
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|
2024
Q1 | $541M | Sell |
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|
2023
Q4 | $500M | Buy |
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|
2023
Q3 | $438M | Buy |
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|
2023
Q2 | $442M | Sell |
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|
2023
Q1 | $411M | Buy |
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|
2022
Q4 | $376M | Sell |
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|
2022
Q3 | $353M | Buy |
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|
2022
Q2 | $364M | Buy |
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|
2022
Q1 | $433M | Buy |
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|
2021
Q4 | $445M | Sell |
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|
2021
Q3 | $403M | Sell |
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|
2021
Q2 | $416M | Sell |
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|
2021
Q1 | $388M | Buy |
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|
2020
Q4 | $358M | Buy |
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|
2020
Q3 | $185M | Sell |
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|
2020
Q2 | $175M | Sell |
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|
2020
Q1 | $257M | Buy |
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|
2019
Q4 | $194M | Sell |
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|
2019
Q3 | $182M | Sell |
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|
2019
Q2 | $182M | Sell |
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|
2019
Q1 | $181M | Sell |
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|
2018
Q4 | $169M | Buy |
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