Geller 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
Q4 | $622M | Buy |
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|
2024
Q3 | $565M | Buy |
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|
2024
Q2 | $508M | Buy |
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|
2024
Q1 | $443M | Buy |
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|
2023
Q4 | $364M | Buy |
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|
2023
Q3 | $307M | Buy |
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|
2023
Q2 | $281M | Buy |
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|
2023
Q1 | $248M | Buy |
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|
2022
Q4 | $214M | Buy |
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|
2022
Q3 | $190M | Buy |
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|
2022
Q2 | $171M | Sell |
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|
2022
Q1 | $209M | Buy |
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|
2021
Q4 | $183M | Buy |
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|
2021
Q3 | $166M | Buy |
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|
2021
Q2 | $163M | Buy |
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|
2021
Q1 | $147M | Buy |
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|
2020
Q4 | $134M | Hold |
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|
2020
Q3 | $119M | Buy |
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|
2020
Q2 | $92.7M | Sell |
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|
2020
Q1 | $82.9M | Sell |
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|
2019
Q4 | $112M | Buy |
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|
2019
Q3 | $99.3M | Buy |
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|
2019
Q2 | $95.9M | Buy |
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|
2019
Q1 | $90.3M | Buy |
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|
2018
Q4 | $60.2M | Buy |
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|
2018
Q3 | $24.4M | Buy |
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|
2018
Q2 | $22.5M | Buy |
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|
2018
Q1 | $563K | Buy |
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