Winch Advisory Services’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 | $314K | Buy |
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|
2025
Q1 | $6.17K | Sell |
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|
2024
Q4 | $155K | Buy |
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|
2024
Q3 | $121K | Buy |
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|
2024
Q2 | $6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $27K | Buy |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $25K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Buy |
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