Wescott Financial Advisory 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 | $168M | Buy |
|
|||||
|
2025
Q1 | $151M | Buy |
|
|||||
|
2024
Q4 | $152M | Buy |
|
|||||
|
2024
Q3 | $146M | Buy |
|
|||||
|
2024
Q2 | $138M | Sell |
|
|||||
|
2024
Q1 | $133M | Buy |
|
|||||
|
2023
Q4 | $118M | Buy |
|
|||||
|
2023
Q3 | $22.2M | Sell |
|
|||||
|
2023
Q2 | $23M | Sell |
|
|||||
|
2023
Q1 | $21.5M | Sell |
|
|||||
|
2022
Q4 | $20.7M | Buy |
|
|||||
|
2022
Q3 | $19.2M | Buy |
|
|||||
|
2022
Q2 | $20.1M | Sell |
|
|||||
|
2022
Q1 | $24.9M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $232K | Buy |
|