Engrave Wealth Partners’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
Q4 | $35.8M | Buy |
|
|||||
|
2023
Q3 | $30.9M | Buy |
|
|||||
|
2023
Q2 | $31.6M | Buy |
|
|||||
|
2023
Q1 | $28.9M | Buy |
|
|||||
|
2022
Q4 | $26.7M | Sell |
|
|||||
|
2022
Q3 | $28.5M | Buy |
|
|||||
|
2022
Q2 | $30.1M | Buy |
|
|||||
|
2022
Q1 | $36M | Buy |
|
|||||
|
2021
Q4 | $36.1M | Buy |
|
|||||
|
2021
Q3 | $30.7M | Buy |
|
|||||
|
2021
Q2 | $2.72M | Buy |
|
|||||
|
2021
Q1 | $2.51M | Hold |
|
|||||
|
2020
Q4 | $2.4M | Buy |
|