Websterrogers Financial Advisors’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
Q4 | $11.4M | Buy |
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|
2025
Q3 | $11.1M | Sell |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $9.07M | Sell |
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|
2024
Q4 | $9.59M | Buy |
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|
2024
Q3 | $9.22M | Sell |
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|
2024
Q2 | $9.64M | Buy |
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|
2024
Q1 | $9.2M | Buy |
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|
2023
Q4 | $6.91M | Buy |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $2.47M | Sell |
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|
2022
Q2 | $5.11M | Sell |
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|
2022
Q1 | $7.17M | Sell |
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|
2021
Q4 | $67.1M | Sell |
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|
2021
Q3 | $63.2M | Sell |
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|
2021
Q2 | $63.2M | Buy |
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|
2021
Q1 | $57.5M | Sell |
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|
2020
Q4 | $60.5M | Buy |
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