Andesa Financial 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
2023
Q1
$317K Buy
2022
Q4
$1.14M Sell
2022
Q3
$1.17M Buy
2022
Q2
$979K Sell
2022
Q1
$1.18M Buy
2021
Q4
$1.17M Buy
2021
Q3
$1.02M Sell
2021
Q2
$1.21M Buy
2021
Q1
$1.06M Buy
2020
Q4
$563K Sell
2020
Q3
$687K Buy
2020
Q2
$456K Buy
2020
Q1
$330K Sell
2019
Q4
$421K Sell
2019
Q3
$1.11M Sell
2019
Q2
$1.2M Sell
2019
Q1
$2.65M Buy
2018
Q4
$1.23M Sell
2018
Q3
$2.09M Buy
2018
Q2
$1.81M Sell
2018
Q1
$1.84M Sell
2017
Q4
$2.06M Buy