Buckingham Strategic 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
Q2 | $30.4M | Buy |
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|
2024
Q1 | $28.8M | Buy |
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|
2023
Q4 | $24.7M | Sell |
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|
2023
Q3 | $23.4M | Buy |
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|
2023
Q2 | $23.4M | Buy |
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|
2023
Q1 | $13.4M | Hold |
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|
2022
Q4 | $13.4M | Buy |
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|
2022
Q3 | $11.7M | Buy |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $6.69M | Sell |
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|
2021
Q3 | $6.05M | Sell |
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|
2021
Q2 | $6.13M | Buy |
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|
2021
Q1 | $5.12M | Buy |
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|
2020
Q4 | $4.49M | Buy |
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|
2020
Q3 | $3.12M | Buy |
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|
2020
Q2 | $2.69M | Sell |
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|
2020
Q1 | $2.71M | Buy |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $989K | Buy |
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|
2019
Q2 | $572K | Buy |
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|
2019
Q1 | $489K | Sell |
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|
2018
Q4 | $781K | Buy |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $361K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $268K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $369K | Sell |
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|
2015
Q1 | $620K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $262K | Sell |
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|
2014
Q1 | $331K | Hold |
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|
2013
Q4 | $327K | Sell |
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|
2013
Q3 | $298K | Hold |
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|
2013
Q2 | $284K | Buy |
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