Intercontinental Wealth Advisors’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 | $1.64M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.18M | Hold |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $944K | Buy |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $213K | Hold |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $203K | Buy |
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