Alera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.02M | Buy |
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|
2024
Q2 | $5.56M | Sell |
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|
2024
Q1 | $5.71M | Sell |
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|
2023
Q4 | $9.27M | Sell |
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|
2023
Q3 | $8.45M | Sell |
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|
2023
Q2 | $9.04M | Hold |
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|
2023
Q1 | $8.35M | Sell |
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|
2022
Q4 | $8.03M | Buy |
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|
2022
Q3 | $6.92M | Buy |
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|
2022
Q2 | $7.11M | Buy |
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|
2022
Q1 | $5.47M | Sell |
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|
2021
Q4 | $5.76M | Sell |
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|
2021
Q3 | $5.27M | Sell |
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|
2021
Q2 | $5.28M | Sell |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $4.6M | Buy |
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|
2020
Q3 | $4.11M | Sell |
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|
2020
Q2 | $3.81M | Sell |
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|
2020
Q1 | $3.72M | Sell |
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|
2019
Q4 | $4.82M | Sell |
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|
2019
Q3 | $4.52M | Sell |
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|
2019
Q2 | $4.55M | Sell |
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|
2019
Q1 | $4.42M | Sell |
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|
2018
Q4 | $4.41M | Buy |
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