Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $1.78M | Hold |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $964K | Sell |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $942K | Buy |
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|
2022
Q4 | $865K | Sell |
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|
2022
Q3 | $823K | Buy |
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|
2022
Q2 | $661K | Buy |
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|
2022
Q1 | $684K | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $4.55M | Sell |
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|
2021
Q2 | $5.89M | Sell |
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|
2021
Q1 | $6.28M | Buy |
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|
2020
Q4 | $5.34M | Buy |
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|
2020
Q3 | $4.27M | Buy |
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|
2020
Q2 | $3.3M | Buy |
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|
2020
Q1 | $1.83M | Buy |
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|
2019
Q4 | $1.88M | Sell |
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|
2019
Q3 | $1.81M | Buy |
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|
2019
Q2 | $1.5M | Buy |
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|
2019
Q1 | $1.16M | Sell |
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|
2018
Q4 | $1.08M | Buy |
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