Heron Financial Group’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
Q2 | $9.92M | Sell |
|
|||||
|
2023
Q1 | $9.32M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $8.76M | Buy |
|
|||||
|
2022
Q2 | $8.55M | Buy |
|
|||||
|
2022
Q1 | $10.2M | Buy |
|
|||||
|
2021
Q4 | $9.35M | Buy |
|
|||||
|
2021
Q3 | $8.75M | Buy |
|
|||||
|
2021
Q2 | $8.27M | Buy |
|
|||||
|
2021
Q1 | $7.54M | Buy |
|
|||||
|
2020
Q4 | $6.05M | Buy |
|
|||||
|
2020
Q3 | $5.31M | Buy |
|
|||||
|
2020
Q2 | $4.86M | Buy |
|
|||||
|
2020
Q1 | $4.28M | Buy |
|
|||||
|
2019
Q4 | $5.03M | Buy |
|