Intellectus Partners’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
Q2 | – | Sell |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $693K | Sell |
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|
2023
Q3 | $817K | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $1.63M | Hold |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $2.79M | Sell |
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|
2021
Q3 | $2.56M | Sell |
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|
2021
Q2 | $2.79M | Buy |
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|
2021
Q1 | $2.35M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $61K | Hold |
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|
2018
Q2 | $57K | Hold |
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|
2018
Q1 | $55K | Sell |
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|
2017
Q4 | $166K | Hold |
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|
2017
Q3 | $156K | Hold |
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|
2017
Q2 | $150K | Buy |
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|
2017
Q1 | $119K | Hold |
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|
2016
Q4 | $113K | Buy |
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