Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $14.2M | Sell |
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|
2021
Q3 | $13.1M | Buy |
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|
2021
Q2 | $12.7M | Sell |
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|
2021
Q1 | $12.2M | Buy |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $203 | Sell |
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|
2020
Q2 | $13.9M | Sell |
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|
2020
Q1 | $12.3M | Buy |
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|
2019
Q4 | $14.6M | Sell |
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|
2019
Q3 | $27.3M | Buy |
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|
2019
Q2 | $13.4M | Buy |
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|
2019
Q1 | $10.6M | Sell |
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|
2018
Q4 | $9.7M | Buy |
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|
2018
Q3 | $10.1M | Buy |
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|
2018
Q2 | $8.65M | Buy |
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|
2018
Q1 | $7.1M | Buy |
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|
2017
Q4 | $7.07M | Buy |
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|
2017
Q3 | $6.48M | Buy |
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|
2017
Q2 | $6.15M | Buy |
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|
2017
Q1 | $5.8M | Sell |
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|
2016
Q4 | $5.76M | Buy |
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