Charles Schwab Investment Advisory’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 | – | Sell |
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|
2024
Q1 | $574M | Sell |
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|
2023
Q4 | $550M | Sell |
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|
2023
Q3 | $499M | Sell |
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|
2023
Q2 | $523M | Sell |
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|
2023
Q1 | $502M | Sell |
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|
2022
Q4 | $496M | Sell |
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|
2022
Q3 | $470M | Buy |
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|
2022
Q2 | $462M | Sell |
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|
2022
Q1 | $812M | Buy |
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|
2021
Q4 | $731M | Buy |
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|
2021
Q3 | $623M | Buy |
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|
2021
Q2 | $603M | Buy |
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|
2021
Q1 | $555M | Buy |
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|
2020
Q4 | $508M | Sell |
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|
2020
Q3 | $466M | Sell |
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|
2020
Q2 | $435M | Sell |
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|
2020
Q1 | $397M | Buy |
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|
2019
Q4 | $354M | Sell |
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|
2019
Q3 | $339M | Buy |
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|
2019
Q2 | $331M | Buy |
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|
2019
Q1 | $307M | Sell |
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|
2018
Q4 | $280M | Buy |
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|
2018
Q3 | $117M | Sell |
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|
2018
Q2 | $115M | Buy |
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|
2018
Q1 | $104M | Buy |
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|
2017
Q4 | $83.8M | Sell |
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|
2017
Q3 | $81.2M | Sell |
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|
2017
Q2 | $79.3M | Sell |
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|
2017
Q1 | $79.7M | Sell |
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|
2016
Q4 | $77.8M | Sell |
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|
2016
Q3 | $76.8M | Sell |
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|
2016
Q2 | $76.9M | Sell |
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|
2016
Q1 | $78.6M | Buy |
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|
2015
Q4 | $60.7M | Sell |
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|
2015
Q3 | $59.2M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $465K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $510K | Buy |
|