Daniels + Tansey’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
Q3 | $1.48M | Sell |
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|
2023
Q2 | $70.9M | Sell |
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|
2023
Q1 | $66.1M | Buy |
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|
2022
Q4 | $59.7M | Buy |
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|
2022
Q3 | $55.2M | Buy |
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|
2022
Q2 | $58.2M | Buy |
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|
2022
Q1 | $66.8M | Sell |
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|
2021
Q4 | $70.6M | Buy |
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|
2021
Q3 | $62M | Buy |
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|
2021
Q2 | $61M | Buy |
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|
2021
Q1 | $51.5M | Buy |
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|
2020
Q4 | $44.9M | Buy |
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|
2020
Q3 | $15.8M | Buy |
|