Bartlett & Co 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 | $206M | Sell |
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|
2025
Q2 | $195M | Buy |
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|
2025
Q1 | $167M | Buy |
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|
2024
Q4 | $170M | Buy |
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|
2024
Q3 | $166M | Buy |
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|
2024
Q2 | $127M | Buy |
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|
2024
Q1 | $118M | Buy |
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|
2023
Q4 | $106M | Buy |
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|
2023
Q3 | $93.2M | Sell |
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|
2023
Q2 | $97.5M | Buy |
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|
2023
Q1 | $88.3M | Buy |
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|
2022
Q4 | $81.5M | Buy |
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|
2022
Q3 | $70.9M | Buy |
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|
2022
Q2 | $71.5M | Buy |
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|
2022
Q1 | $81M | Buy |
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|
2021
Q4 | $84.4M | Sell |
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|
2021
Q3 | $77.5M | Buy |
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|
2021
Q2 | $75.9M | Sell |
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|
2021
Q1 | $76M | Buy |
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|
2020
Q4 | $67.9M | Buy |
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|
2020
Q3 | $58.9M | Buy |
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|
2020
Q2 | $53.6M | Buy |
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|
2020
Q1 | $42.5M | Buy |
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|
2019
Q4 | $46.7M | Buy |
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|
2019
Q3 | $40.9M | Buy |
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|
2019
Q2 | $37.5M | Buy |
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|
2019
Q1 | $35.2M | Buy |
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|
2018
Q4 | $30.2M | Buy |
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|
2018
Q3 | $31.9M | Buy |
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|
2018
Q2 | $27.6M | Buy |
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|
2018
Q1 | $25.2M | Buy |
|