Williams & Novak’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
$999K Sell
2025
Q2
$930K Hold
2025
Q1
$845K Sell
2024
Q4
$927K Buy
2024
Q3
$891K Sell
2024
Q2
$919K Sell
2024
Q1
$899K Hold
2023
Q4
$899K Buy