Bartlett & Co’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
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 | $77.3M | Buy |
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|
2021
Q2 | $75.7M | Sell |
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|
2021
Q1 | $76M | Buy |
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|
2020
Q4 | $67.9M | Buy |
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|
2020
Q3 | $58.6M | Buy |
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|
2020
Q2 | $53.3M | Buy |
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|
2020
Q1 | $42.5M | Buy |
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|
2019
Q3 | $40.7M | Buy |
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|
2019
Q2 | $37.3M | 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 | $31.7M | Buy |
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|
2018
Q2 | $27.4M | Buy |
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|
2018
Q1 | $25.2M | Sell |
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|
2017
Q4 | $28.8M | Buy |
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|
2017
Q3 | $26.1M | Buy |
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|
2017
Q2 | $13.4M | Buy |
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|
2017
Q1 | $10.6M | Buy |
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|
2016
Q4 | $5.99M | Buy |
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|
2016
Q3 | $2.88M | Buy |
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|
2016
Q2 | $1.4M | Buy |
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|
2016
Q1 | $457K | Hold |
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|
2015
Q4 | $453K | Hold |
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|
2015
Q3 | $426K | Buy |
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|
2015
Q2 | $142K | Buy |
|