Global Retirement 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $47.7M | Buy |
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2024
Q4 | $42M | Buy |
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2024
Q3 | $38.7M | Buy |
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2024
Q2 | $36.3M | Buy |
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2024
Q1 | $33.2M | Sell |
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2023
Q4 | $30.7M | Buy |
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2023
Q3 | $25.5M | Sell |
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2023
Q2 | $27.5M | Buy |
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2023
Q1 | $23.8M | Buy |
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2022
Q4 | $18.6M | Buy |
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2022
Q3 | $16.3M | Sell |
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2022
Q2 | $16.3M | Sell |
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2022
Q1 | $18.2M | Buy |
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2021
Q4 | – | Sell |
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2021
Q3 | $15.3M | Buy |
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2021
Q2 | $14.8M | Sell |
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2021
Q1 | $13.8M | Sell |
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2020
Q4 | $13.1M | Sell |
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2020
Q3 | $12.2M | Buy |
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2020
Q2 | $10.5M | Buy |
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2020
Q1 | $7.77M | Buy |
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2019
Q4 | $9.1M | Buy |
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2019
Q3 | $8.1M | Buy |
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2019
Q2 | $7.9M | Buy |
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2019
Q1 | $6.4M | Buy |
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2018
Q4 | $5.09M | Buy |
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2018
Q3 | $3.91M | Sell |
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2018
Q2 | $3.75M | Buy |
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2018
Q1 | $1.26M | Buy |
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2017
Q4 | $1.24M | Buy |
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2017
Q3 | $828K | Sell |
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2017
Q2 | $910K | Sell |
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2017
Q1 | $906K | Buy |
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2016
Q4 | $699K | Buy |
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