GW & Wade’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 | $2.39M | Sell |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | $2.02M | Sell |
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|
2022
Q4 | $2.11M | Buy |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $4.17M | Sell |
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|
2022
Q1 | $5.36M | Buy |
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|
2021
Q4 | $5.55M | Sell |
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|
2021
Q3 | $5.06M | Buy |
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|
2021
Q2 | $4.93M | Buy |
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|
2021
Q1 | $930K | Buy |
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|
2020
Q4 | $785K | Sell |
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|
2020
Q3 | $782K | Buy |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $838K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $728K | Buy |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $228K | Buy |
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|
2017
Q3 | $214K | Buy |
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|
2017
Q2 | $203K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $536K | Sell |
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|
2015
Q4 | $843K | Buy |
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|
2015
Q3 | $504K | Buy |
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|
2015
Q2 | $541K | Sell |
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|
2015
Q1 | $2.57M | Buy |
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|
2014
Q4 | $371K | Buy |
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