FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.2M | Hold |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $363K | Hold |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $394K | Hold |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $463 | Buy |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $703K | Buy |
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|
2019
Q3 | $430K | Buy |
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|
2019
Q2 | $385K | Hold |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $522K | Buy |
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