Bogart Wealth LLC’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 | $141M | Buy |
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|
2025
Q1 | $125M | Buy |
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|
2024
Q4 | $131M | Buy |
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|
2024
Q3 | $128M | Sell |
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|
2024
Q2 | $123M | Sell |
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|
2024
Q1 | $119M | Sell |
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|
2023
Q4 | $109M | Sell |
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|
2023
Q3 | $99.7M | Buy |
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|
2023
Q2 | $103M | Buy |
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|
2023
Q1 | $94.6M | Buy |
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|
2022
Q4 | $85.7M | Buy |
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|
2022
Q3 | $78M | Buy |
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|
2022
Q2 | $75.9M | Buy |
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|
2022
Q1 | $87.2M | Buy |
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|
2021
Q4 | $89M | Buy |
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|
2021
Q3 | $79.7M | Buy |
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|
2021
Q2 | $75.3M | Buy |
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|
2021
Q1 | $57.1M | Buy |
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|
2020
Q4 | $46M | Buy |
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|
2020
Q3 | $40.7M | Sell |
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|
2020
Q2 | $38.6M | Buy |
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|
2020
Q1 | $32.1M | Buy |
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|
2019
Q4 | $17.9M | Sell |
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|
2019
Q3 | $16.6M | Sell |
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|
2019
Q2 | $16.5M | Sell |
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|
2019
Q1 | $33.5M | Buy |
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|
2018
Q4 | $29.6M | Buy |
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|
2018
Q3 | $26.8M | Buy |
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|
2018
Q2 | $24M | Buy |
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|
2018
Q1 | $22.2M | Buy |
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|
2017
Q4 | $13.2M | Buy |
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|
2017
Q3 | $12.1M | Buy |
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|
2017
Q2 | $11.2M | Buy |
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|
2017
Q1 | $8.38M | Buy |
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|
2016
Q4 | $6.27M | Buy |
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