Highland Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $27.9M | Buy |
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|
2022
Q2 | $28.7M | Sell |
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|
2022
Q1 | $35.5M | Sell |
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|
2021
Q4 | $37.6M | Buy |
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|
2021
Q3 | $31.3M | Buy |
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|
2021
Q2 | $29.2M | Buy |
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|
2021
Q1 | $25.4M | Sell |
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|
2020
Q4 | $24.2M | Buy |
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|
2020
Q3 | $20.5M | Buy |
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|
2020
Q2 | $17.9M | Buy |
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|
2020
Q1 | $12.4M | Buy |
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|
2019
Q4 | $13.7M | Buy |
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|
2019
Q3 | $11.9M | Buy |
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|
2019
Q2 | $10.6M | Buy |
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|
2019
Q1 | $242K | Buy |
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