Wolf Group Capital 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
Q1 | $691K | Buy |
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|
2024
Q4 | $417K | Hold |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $523K | Buy |
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|
2024
Q1 | $417K | Hold |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $981K | Sell |
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|
2021
Q4 | $3.36M | Buy |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $945K | Buy |
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|
2020
Q4 | $868K | Sell |
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|
2020
Q3 | $838K | Sell |
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|
2020
Q2 | $785K | Buy |
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