Wells Trecaso Financial Group’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
Q2 | $666K | Hold |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $637K | Buy |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $569K | Hold |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $481K | Hold |
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|
2023
Q2 | $499K | Hold |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $578K | Hold |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $803K | Hold |
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|
2021
Q3 | $726K | Sell |
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|
2021
Q2 | $738K | Hold |
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|
2021
Q1 | $683K | Hold |
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|
2020
Q4 | $644K | Sell |
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|
2020
Q3 | $660K | Hold |
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|
2020
Q2 | $608K | Sell |
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|
2020
Q1 | $512K | Sell |
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|
2019
Q4 | $652K | Buy |
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|
2019
Q3 | $410K | Buy |
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|
2019
Q2 | $400K | Buy |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $381K | Buy |
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|
2018
Q3 | $441K | Buy |
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|
2018
Q2 | $405K | Buy |
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|
2018
Q1 | $366K | Buy |
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