WFA of San Diego’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 | $513K | Buy |
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $516K | Buy |
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|
2023
Q3 | $472K | Hold |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $444K | Hold |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $630K | Sell |
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|
2021
Q4 | $961K | Buy |
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|
2021
Q3 | $754K | Buy |
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|
2021
Q2 | $678K | Buy |
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|
2021
Q1 | $389K | Buy |
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