Burt Wealth Advisors’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 | $2.43M | Buy |
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|
2025
Q1 | $2.05M | Hold |
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|
2024
Q4 | $2.15M | Sell |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $2.08M | Hold |
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|
2024
Q1 | $2M | Hold |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $422K | Sell |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $169K | Hold |
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|
2019
Q3 | $155K | Hold |
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|
2019
Q2 | $153K | Hold |
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|
2019
Q1 | $148K | Hold |
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|
2018
Q4 | $131K | Hold |
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|
2018
Q3 | $152K | Hold |
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|
2018
Q2 | $142K | Hold |
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|
2018
Q1 | $138K | Buy |
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|
2017
Q4 | $121K | Hold |
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|
2017
Q3 | $114K | Hold |
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|
2017
Q2 | $109K | Hold |
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|
2017
Q1 | $107K | Hold |
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|
2016
Q4 | $101K | Hold |
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|
2016
Q3 | $98K | Hold |
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|
2016
Q2 | $94K | Sell |
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|
2016
Q1 | $282K | Buy |
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|
2015
Q4 | $186K | Hold |
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|
2015
Q3 | $175K | Hold |
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|
2015
Q2 | $189K | Hold |
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|
2015
Q1 | $189K | Hold |
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|
2014
Q4 | $188K | Buy |
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