Hartford Financial Management’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 | $780K | Buy |
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|
2025
Q2 | $587K | Hold |
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|
2025
Q1 | $531K | Hold |
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|
2024
Q4 | $557K | Hold |
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|
2024
Q3 | $546K | Hold |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $487K | Buy |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $328K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $394K | Hold |
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|
2021
Q2 | $394K | Hold |
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|
2021
Q1 | $364K | Hold |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $308K | Hold |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $325K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $296K | Hold |
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|
2019
Q1 | $285K | Hold |
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|
2018
Q4 | $253K | Hold |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $274K | Hold |
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|
2018
Q1 | $266K | Hold |
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|
2017
Q4 | $269K | Buy |
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|
2017
Q3 | $23K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $21K | Buy |
|