Gradient Investments’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
Q3 | $1.79M | Buy |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $887K | Buy |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $144K | Sell |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $123K | Hold |
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|
2020
Q1 | $103K | Hold |
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|
2019
Q4 | $129K | Buy |
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|
2019
Q3 | $8K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $41K | Sell |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $15K | Sell |
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|
2017
Q4 | $48K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $14K | Sell |
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|
2016
Q3 | $21K | Buy |
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|
2016
Q2 | $20K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $0 | Buy |
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