Blue Bell Private Wealth 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
Q2 | $6.35M | Sell |
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|
2025
Q1 | $6.08M | Buy |
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|
2024
Q4 | $5.88M | Buy |
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|
2024
Q3 | $4.81M | Buy |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.3M | Sell |
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|
2023
Q4 | $5.33M | Buy |
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|
2023
Q3 | $4.5M | Buy |
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|
2023
Q2 | $4.4M | Buy |
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|
2023
Q1 | $3.83M | Buy |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $3.09M | Sell |
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|
2022
Q2 | $5.75M | Sell |
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|
2022
Q1 | $9.51M | Sell |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $10M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $760K | Sell |
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|
2020
Q3 | $738K | Buy |
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|
2020
Q2 | $640K | Sell |
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|
2020
Q1 | $911K | Sell |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.25M | Sell |
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|
2019
Q1 | $1.25M | Sell |
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|
2018
Q4 | $1.16M | Sell |
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|
2018
Q3 | $1.45M | Sell |
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|
2018
Q2 | $1.87M | Sell |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $1.96M | Sell |
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|
2017
Q3 | $1.96M | Sell |
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|
2017
Q2 | $2.15M | Buy |
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|
2017
Q1 | $1.73M | Buy |
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|
2016
Q4 | $675K | Buy |
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|
2016
Q3 | $375K | Sell |
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|
2016
Q2 | $382K | Hold |
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|
2016
Q1 | $375K | Sell |
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|
2015
Q4 | $532K | Sell |
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|
2015
Q3 | $726K | Sell |
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|
2015
Q2 | $922K | Sell |
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|
2015
Q1 | $1.03M | Sell |
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|
2014
Q4 | $1.29M | Buy |
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|
2014
Q3 | $903K | Buy |
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|
2014
Q2 | $772K | Hold |
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|
2014
Q1 | $737K | Hold |
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|
2013
Q4 | $727K | Sell |
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|
2013
Q3 | $724K | Buy |
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|
2013
Q2 | $550K | Buy |
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