Halpern Financial’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
Q3 | $11.4M | Buy |
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|
2024
Q2 | $9.91M | Buy |
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|
2024
Q1 | $8.39M | Sell |
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|
2023
Q4 | $7.68M | Buy |
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|
2023
Q3 | $5.15M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $535K | Sell |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $660K | Sell |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $766K | Sell |
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|
2021
Q3 | $703K | Sell |
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|
2021
Q2 | $707K | Buy |
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|
2021
Q1 | $583K | Hold |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $496K | Buy |
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|
2020
Q2 | $46K | Sell |
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|
2020
Q1 | $45.5K | Sell |
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|
2019
Q4 | $134K | Buy |
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