Cooper/Haims 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.99M | Sell |
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|
2025
Q2 | $2.81M | Buy |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $3.11M | Hold |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.9M | Hold |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.54M | Hold |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $1.6M | Sell |
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|
2020
Q4 | $1.51M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $968K | Buy |
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|
2019
Q3 | $891K | Sell |
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|
2019
Q2 | $883K | Sell |
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|
2019
Q1 | $875K | Sell |
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|
2018
Q4 | $799K | Buy |
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|
2018
Q3 | $264K | Sell |
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|
2018
Q2 | $286K | Buy |
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