Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.86M | Sell |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $992K | Buy |
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|
2022
Q4 | $797K | Buy |
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|
2022
Q3 | $585K | Sell |
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|
2022
Q2 | $628K | Buy |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $682K | Hold |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $605K | Buy |
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|
2020
Q4 | $528K | Buy |
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|
2020
Q3 | $471K | Buy |
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|
2020
Q2 | $345K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $327K | Hold |
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|
2019
Q2 | $323K | Hold |
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|
2019
Q1 | $311K | Sell |
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|
2018
Q4 | $383K | Hold |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $318K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $83K | Buy |
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|
2014
Q1 | $78K | Buy |
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|
2013
Q4 | $59K | Sell |
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|
2013
Q3 | $54K | Buy |
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