Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $717K | Sell |
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|
2024
Q3 | $993K | Buy |
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|
2024
Q2 | $822K | Sell |
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|
2024
Q1 | $821K | Buy |
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|
2023
Q4 | $719K | Buy |
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|
2023
Q3 | $612K | Hold |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $589K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $286K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $152K | Hold |
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|
2020
Q1 | $127K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $309K | Buy |
|