Wipfli Financial Advisors’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
2022
Q3
$1.42M Buy
2022
Q2
$774K Sell
2022
Q1
$1.42M Buy
2021
Q4
$1.13M Buy
2021
Q3
$408K Sell
2021
Q2
$435K Sell
2021
Q1
$609K Buy
2020
Q4
$528K Buy