Worth Asset Management’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
$5.57M Buy
2025
Q2
$4.46M Buy
2025
Q1
$2.83M Sell
2024
Q4
$5.43M Buy
2024
Q3
$4.76M Sell
2024
Q2
$12.7M Buy
2024
Q1
$567K Buy
2023
Q4
Sell
2023
Q3
$885K Buy