Clear Perspectives Financial Planning’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
2023
Q1
$11.2M Buy
2022
Q4
$4.4M Sell
2022
Q3
$4.41M Buy
2022
Q2
$4.24M Buy
2022
Q1
$3.87M Sell
2021
Q4
$4.57M Buy
2021
Q3
$4M Buy
2021
Q2
$3.1M Buy
2021
Q1
$2.83M Sell
2020
Q4
$2.8M Buy