WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $53.3K | Sell |
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|
2024
Q3 | $65.3K | Sell |
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|
2024
Q2 | $158K | Sell |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $96.1K | Buy |
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|
2023
Q2 | $19.5K | Buy |
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|
2023
Q1 | $13.1K | Sell |
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|
2022
Q4 | $82.5K | Buy |
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|
2022
Q3 | $11.4K | Hold |
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|
2022
Q2 | $12.1K | Hold |
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|
2022
Q1 | $14.5K | Buy |
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