Wellington Shields & Co’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 | $612 | Hold |
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|
2025
Q2 | $568 | Hold |
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|
2025
Q1 | $514 | Hold |
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|
2024
Q4 | $539 | Hold |
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|
2024
Q3 | $528 | Hold |
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|
2024
Q2 | $500 | Hold |
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|
2024
Q1 | $481 | Hold |
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|
2023
Q4 | $437 | Hold |
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|
2023
Q3 | $393 | Hold |
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|
2023
Q2 | $407 | Sell |
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|
2023
Q1 | $54.9K | Hold |
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|
2022
Q4 | $51.3K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $51K | Buy |
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