Berger Financial Group’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 | $16.3M | Sell |
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|
2025
Q2 | $15.3M | Buy |
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|
2025
Q1 | $13.3M | Buy |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $9.7M | Buy |
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|
2024
Q1 | $9.06M | Sell |
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|
2023
Q4 | $8.42M | Buy |
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|
2023
Q3 | $6.84M | Sell |
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|
2023
Q2 | $7.43M | Buy |
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|
2023
Q1 | $6.56M | Buy |
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|
2022
Q4 | $5.89M | Sell |
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|
2022
Q3 | $5.67M | Buy |
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|
2022
Q2 | $5.88M | Buy |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.58M | Sell |
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|
2021
Q3 | $2.48M | Buy |
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|
2021
Q2 | $2.46M | Buy |
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|
2021
Q1 | $2.26M | Sell |
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|
2020
Q4 | $2.14M | Buy |
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