WFA Asset Management’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
$134K Buy
2025
Q1
$121K Sell
2024
Q4
$142K Sell
2024
Q3
$146K Buy
2024
Q2
$134K Buy
2024
Q1
$121K Buy
2023
Q4
$89.1K Buy
2023
Q3
$79.7K Buy
2023
Q2
$76.9K Sell
2023
Q1
$82.3K Buy
2022
Q4
$76.7K Buy
2022
Q3
$31.3K Buy
2022
Q2
$25.4K Sell
2022
Q1
$43K Buy
2021
Q4
$45.1K Buy