First Ascent Asset Management’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 | $114M | Buy |
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|
2023
Q3 | $96.3M | Buy |
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|
2023
Q2 | $92.7M | Buy |
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|
2023
Q1 | $83M | Sell |
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|
2022
Q4 | $80.9M | Buy |
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|
2022
Q3 | $74.4M | Buy |
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|
2022
Q2 | $75.7M | Buy |
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|
2022
Q1 | $81.7M | Buy |
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|
2021
Q4 | $80.2M | Buy |
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|
2021
Q3 | $66.2M | Buy |
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|
2021
Q2 | $56M | Buy |
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|
2021
Q1 | $38M | Buy |
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|
2020
Q4 | $30.1M | Buy |
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|
2020
Q3 | $20.8M | Buy |
|