Bellevue Asset 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 | $335K | Buy |
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|
2025
Q2 | $236K | Buy |
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|
2025
Q1 | $194K | Buy |
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|
2024
Q4 | $87.3K | Buy |
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|
2024
Q3 | $67K | Hold |
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|
2024
Q2 | $63.5K | Buy |
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|
2024
Q1 | $60.1K | Hold |
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|
2023
Q4 | $54.6K | Hold |
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|
2023
Q3 | $49.1K | Hold |
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|
2023
Q2 | $50.9K | Hold |
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|
2023
Q1 | $47K | Hold |
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|
2022
Q4 | $43.6K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $55K | Hold |
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|
2021
Q3 | $50K | Sell |
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|
2021
Q2 | $120K | Buy |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $33K | Buy |
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