Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $48.5M | Buy |
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|
2022
Q2 | $45.6M | Buy |
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|
2022
Q1 | $45.2M | Buy |
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|
2021
Q4 | $34.9M | Buy |
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|
2021
Q3 | $24.6M | Buy |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $5.41M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $688K | Buy |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $447K | Buy |
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|
2019
Q4 | $526K | Buy |
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|
2019
Q3 | $442K | Hold |
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|
2019
Q2 | $436K | Hold |
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|
2019
Q1 | $420K | Sell |
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|
2018
Q4 | $440K | Hold |
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|
2018
Q3 | $463K | Buy |
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|
2018
Q2 | $319K | Sell |
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|
2018
Q1 | $599K | Sell |
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|
2017
Q4 | $721K | Hold |
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|
2017
Q3 | $678K | Buy |
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|
2017
Q2 | $364K | Hold |
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|
2017
Q1 | $355K | Sell |
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|
2016
Q4 | $411K | Buy |
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|
2016
Q3 | $236K | Sell |
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|
2016
Q2 | $283K | Hold |
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|
2016
Q1 | $278K | Sell |
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|
2015
Q4 | $330K | Hold |
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|
2015
Q3 | $310K | Hold |
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|
2015
Q2 | $333K | Hold |
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|
2015
Q1 | $334K | Buy |
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|
2014
Q4 | $269K | Hold |
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|
2014
Q3 | $258K | Hold |
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|
2014
Q2 | $256K | Hold |
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|
2014
Q1 | $245K | Buy |
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