Dubuque Bank & Trust’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 | $382K | Hold |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $807K | Buy |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $371K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Sell |
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|
2018
Q1 | $57K | Sell |
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|
2017
Q4 | $92K | Buy |
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|
2017
Q3 | $85K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $76K | Hold |
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|
2016
Q3 | $73K | Hold |
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|
2016
Q2 | $71K | Hold |
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|
2016
Q1 | $69K | Sell |
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|
2015
Q4 | $116K | Buy |
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|
2015
Q3 | $65K | Hold |
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|
2015
Q2 | $69K | Hold |
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|
2015
Q1 | $70K | Hold |
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|
2014
Q4 | $69K | Hold |
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|
2014
Q3 | $66K | Hold |
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|
2014
Q2 | $66K | Hold |
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|
2014
Q1 | $63K | Buy |
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