Welch Capital 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 | $218M | Sell |
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|
2025
Q2 | $202M | Sell |
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|
2025
Q1 | $187M | Hold |
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|
2024
Q4 | $196M | Sell |
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|
2024
Q3 | $192M | Sell |
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|
2024
Q2 | $182M | Hold |
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|
2024
Q1 | $175M | Sell |
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|
2023
Q4 | $159M | Sell |
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|
2023
Q3 | $143M | Buy |
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|
2023
Q2 | $148M | Sell |
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|
2023
Q1 | $137M | Buy |
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|
2022
Q4 | $126M | Sell |
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|
2022
Q3 | $119M | Buy |
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|
2022
Q2 | $118M | Sell |
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|
2022
Q1 | $152M | Sell |
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|
2021
Q4 | $164M | Sell |
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|
2021
Q3 | $152M | Sell |
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|
2021
Q2 | $151M | Sell |
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|
2021
Q1 | $140M | Sell |
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|
2020
Q4 | $135M | Sell |
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|
2020
Q3 | $121M | Buy |
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|
2020
Q2 | $109M | Buy |
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|
2020
Q1 | $87M | Buy |
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|
2019
Q4 | $18.3M | Sell |
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|
2019
Q3 | $17M | Sell |
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|
2019
Q2 | $16.8M | Hold |
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|
2019
Q1 | $16.2M | Buy |
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|
2018
Q4 | $2.97M | Sell |
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|
2018
Q3 | $103M | Buy |
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|
2018
Q2 | $84.8M | Buy |
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|
2018
Q1 | $78M | Buy |
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|
2017
Q4 | $37.9M | Buy |
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|
2017
Q3 | $13.1M | Buy |
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