Altium Wealth 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
2022
Q2
$167M Buy
2022
Q1
$193M Buy
2021
Q4
$179M Sell
2021
Q3
$166M Buy
2021
Q2
$165M Sell
2021
Q1
$159M Sell
2020
Q4
$165M Buy
2020
Q3
$140M Sell
2020
Q2
$129M Buy
2020
Q1
$95.9M Buy
2019
Q4
$117M Buy
2019
Q3
$100M Buy
2019
Q2
$91M Buy
2019
Q1
$78.6M Buy
2018
Q4
$61.1M Buy
2018
Q3
$60.9M Buy
2018
Q2
$42.5M Buy
2018
Q1
$30.3M Buy
2017
Q4
$26.2M Buy