Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $29.6M | Buy |
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|
2021
Q2 | $28.1M | Buy |
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|
2021
Q1 | $24.2M | Buy |
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|
2020
Q4 | $17.2M | Buy |
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|
2020
Q3 | $14.4M | Buy |
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|
2020
Q2 | $9.54M | Buy |
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|
2020
Q1 | $7.94M | Buy |
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|
2019
Q4 | $2.82M | Sell |
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|
2019
Q3 | $2.61M | Buy |
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|
2019
Q2 | $2.56M | Buy |
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|
2019
Q1 | $2.02M | Sell |
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|
2018
Q4 | $1.98M | Buy |
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|
2018
Q3 | $2.05M | Sell |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.33M | Buy |
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|
2017
Q3 | $1.16M | Buy |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $1.03M | Hold |
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|
2016
Q3 | $999K | Hold |
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|
2016
Q2 | $967K | Buy |
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|
2016
Q1 | $811K | Sell |
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|
2015
Q4 | $809K | Buy |
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|
2015
Q3 | $760K | Buy |
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|
2015
Q2 | $806K | Sell |
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|
2015
Q1 | $879K | Buy |
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