BDO Wealth Advisors’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
Q2 | $2.95M | Buy |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $97K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | $93K | Hold |
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|
2020
Q4 | $88K | Sell |
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|
2020
Q3 | $125K | Buy |
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|
2020
Q2 | $72K | Sell |
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|
2020
Q1 | $88K | Buy |
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|
2019
Q4 | $88K | Sell |
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|
2019
Q3 | $435K | Buy |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $373K | Buy |
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|
2018
Q4 | $291K | Buy |
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|
2018
Q3 | $335K | Buy |
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|
2018
Q2 | $311K | Buy |
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|
2018
Q1 | $24K | Sell |
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|
2017
Q4 | $34K | Hold |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $31K | Buy |
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