Diversified Portfolios Inc’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
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $953K | Buy |
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|
2023
Q3 | $857K | Buy |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $567K | Hold |
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|
2022
Q1 | $679K | Buy |
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|
2021
Q4 | $705K | Buy |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $614K | Sell |
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|
2021
Q1 | $605K | Hold |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $250K | Hold |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $232K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $298K | Buy |
|