Weatherly Asset Management’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 | $783K | Hold |
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|
2025
Q2 | $727K | Buy |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $405K | Hold |
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $612K | Hold |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $564K | Hold |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $511K | Buy |
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|
2020
Q3 | $449K | Hold |
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|
2020
Q2 | $414K | Hold |
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|
2020
Q1 | $346K | Hold |
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|
2019
Q4 | $432K | Hold |
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|
2019
Q3 | $398K | Sell |
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|
2019
Q2 | $417K | Buy |
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