Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $188K | Buy |
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|
2021
Q2 | $188K | Sell |
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|
2021
Q1 | $174K | Buy |
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|
2020
Q4 | $151K | Buy |
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|
2020
Q3 | $135K | Sell |
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|
2020
Q2 | $127K | Buy |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $88K | Hold |
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|
2019
Q3 | $81K | Hold |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $68K | Buy |
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