Elm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $5.18M | Sell |
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|
2021
Q4 | $8.81M | Sell |
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|
2021
Q3 | $8.06M | Buy |
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|
2021
Q2 | $7.8M | Buy |
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|
2021
Q1 | $6.98M | Sell |
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|
2020
Q4 | $6.7M | Sell |
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|
2020
Q3 | $7.55M | Sell |
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|
2020
Q2 | $7.06M | Sell |
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|
2020
Q1 | $5.93M | Buy |
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|
2019
Q4 | $7.36M | Sell |
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|
2019
Q3 | $6.93M | Sell |
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|
2019
Q2 | $6.89M | Buy |
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|
2019
Q1 | $6.47M | Buy |
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|
2018
Q4 | $5.42M | Buy |
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|
2018
Q3 | $5.82M | Sell |
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|
2018
Q2 | $5.56M | Buy |
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|
2018
Q1 | $5.35M | Buy |
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|
2017
Q4 | $5.28M | Sell |
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|
2017
Q3 | $5.33M | Sell |
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|
2017
Q2 | $5.32M | Buy |
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|
2017
Q1 | $5.17M | Sell |
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|
2016
Q4 | $4.92M | Buy |
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|
2016
Q3 | $4.08M | Buy |
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|
2016
Q2 | $3.81M | Sell |
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|
2016
Q1 | $3.77M | Buy |
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|
2015
Q4 | $3.6M | Buy |
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|
2015
Q3 | $3.27M | Buy |
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|
2015
Q2 | $3.43M | Buy |
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|
2015
Q1 | $3.03M | Buy |
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|
2014
Q4 | $2.85M | Sell |
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|
2014
Q3 | $2.73M | Sell |
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|
2014
Q2 | $2.73M | Buy |
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|
2014
Q1 | $2.56M | Buy |
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|
2013
Q4 | $2.21M | Buy |
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