WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $3.03M | Buy |
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|
2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $289K | Buy |
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