Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $630K | Sell |
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|
2023
Q3 | $571K | Buy |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $282K | Buy |
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|
2021
Q1 | $182K | Sell |
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|
2020
Q4 | $180K | Buy |
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|
2020
Q3 | $160K | Buy |
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|
2020
Q2 | $147K | Sell |
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|
2020
Q1 | $130K | Sell |
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|
2019
Q4 | $176K | Buy |
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|
2019
Q3 | $73K | Buy |
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|
2019
Q2 | $46K | Hold |
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|
2019
Q1 | $45K | Sell |
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|
2018
Q4 | $57K | Buy |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q2 | $58K | Buy |
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|
2018
Q1 | $56K | Hold |
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|
2017
Q4 | $59K | Buy |
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|
2017
Q3 | $42K | Sell |
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|
2017
Q2 | $41K | Hold |
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|
2017
Q1 | $39K | Buy |
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|
2016
Q4 | $37K | Buy |
|