Wells 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
Q3 | $245K | Hold |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $212K | Hold |
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|
2024
Q2 | $200K | Hold |
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|
2024
Q1 | $192K | Hold |
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|
2023
Q4 | $175K | Hold |
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|
2023
Q3 | $157K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $141K | Hold |
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|
2022
Q3 | $131K | Hold |
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|
2022
Q2 | $139K | Hold |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $175K | Hold |
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|
2021
Q3 | $158K | Hold |
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|
2021
Q2 | $157K | Hold |
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|
2021
Q1 | $146K | Hold |
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|
2020
Q4 | $137K | Buy |
|