Bar Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $643K | Hold |
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|
2025
Q2 | $596K | Sell |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $625K | Hold |
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|
2024
Q3 | $612K | Sell |
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|
2024
Q2 | $801K | Buy |
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|
2024
Q1 | $728K | Buy |
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|
2023
Q4 | $651K | Hold |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $633K | Sell |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $669K | Sell |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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