Asset Dedication LLC’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
Q2 | $4.6M | Buy |
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|
2025
Q1 | $3.85M | Buy |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $3.78M | Buy |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $3.05M | Sell |
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|
2023
Q3 | $2.85M | Buy |
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|
2023
Q2 | $2.93M | Sell |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.93M | Buy |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $388K | Sell |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $4.05M | Sell |
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|
2020
Q2 | $4.63M | Buy |
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|
2020
Q1 | $3.18M | Buy |
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|
2019
Q4 | $3.86M | Buy |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $32K | Sell |
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|
2018
Q3 | $38K | Hold |
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|
2018
Q2 | $36K | Hold |
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|
2018
Q1 | $35K | Sell |
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|
2017
Q4 | $2.77M | Hold |
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|
2017
Q3 | $2.6M | Hold |
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|
2017
Q2 | $2.5M | Buy |
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|
2017
Q1 | $2.37M | Hold |
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|
2016
Q4 | $2.25M | Buy |
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|
2016
Q3 | $28K | Hold |
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|
2016
Q2 | $27K | Sell |
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|
2016
Q1 | $552K | Sell |
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|
2015
Q4 | $565K | Buy |
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