Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $30.7M | Buy |
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|
2024
Q3 | $28.6M | Sell |
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|
2024
Q2 | $27.6M | Sell |
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|
2024
Q1 | $25.7M | Buy |
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|
2023
Q4 | $7.96M | Buy |
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|
2023
Q3 | $4.75M | Buy |
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|
2023
Q2 | $4.88M | Sell |
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|
2023
Q1 | $4.88M | Sell |
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|
2022
Q4 | $4.64M | Sell |
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|
2022
Q3 | $4.39M | Sell |
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|
2022
Q2 | $4.67M | Sell |
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|
2022
Q1 | $6.13M | Sell |
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|
2021
Q4 | $7.09M | Buy |
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|
2021
Q3 | $6.3M | Buy |
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|
2021
Q2 | $5.89M | Sell |
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|
2021
Q1 | $5.71M | Buy |
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|
2020
Q4 | $5.26M | Sell |
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|
2020
Q3 | $4.86M | Sell |
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|
2020
Q2 | $4.8M | Sell |
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|
2020
Q1 | $5.41M | Sell |
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|
2019
Q4 | $7.03M | Buy |
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|
2019
Q3 | $2M | Sell |
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|
2019
Q2 | $6.55M | Sell |
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|
2019
Q1 | $7.03M | Sell |
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|
2018
Q4 | $7.35M | Buy |
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|
2018
Q3 | $689K | Buy |
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