WMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.35M | Buy |
|
|||||
|
2025
Q2 | $2.94M | Buy |
|
|||||
|
2025
Q1 | $2.43M | Buy |
|
|||||
|
2024
Q4 | $2.45M | Buy |
|
|||||
|
2024
Q3 | $2.36M | Hold |
|
|||||
|
2024
Q2 | $2.24M | Buy |
|
|||||
|
2024
Q1 | $2.1M | Hold |
|
|||||
|
2023
Q4 | $1.91M | Buy |
|
|||||
|
2023
Q3 | $1.71M | Hold |
|
|||||
|
2023
Q2 | $1.78M | Buy |
|
|||||
|
2023
Q1 | $1.64M | Sell |
|
|||||
|
2022
Q4 | $1.53M | Sell |
|
|||||
|
2022
Q3 | $1.43M | Sell |
|
|||||
|
2022
Q2 | $1.52M | Hold |
|
|||||
|
2022
Q1 | $1.82M | Buy |
|
|||||
|
2021
Q4 | $1.91M | Buy |
|