Carlson Capital 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 | $283K | Buy |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $862K | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $330K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $206K | Sell |
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|
2019
Q4 | $572K | Hold |
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|
2019
Q3 | $527K | Sell |
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|
2019
Q2 | $674K | Hold |
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|
2019
Q1 | $650K | Buy |
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|
2018
Q4 | $425K | Buy |
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