J.P. Morgan Private 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
Q3 | $775M | Sell |
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|
2023
Q2 | $859M | Sell |
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|
2023
Q1 | $933M | Sell |
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|
2022
Q4 | $932M | Buy |
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|
2022
Q3 | $864M | Buy |
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|
2022
Q2 | $871M | Buy |
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|
2022
Q1 | $987M | Buy |
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|
2021
Q4 | $999M | Buy |
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|
2021
Q3 | $876M | Buy |
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|
2021
Q2 | $810M | Buy |
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|
2021
Q1 | $669M | Sell |
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|
2020
Q4 | $669M | Buy |
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|
2020
Q3 | $567M | Buy |
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|
2020
Q2 | $507M | Sell |
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|
2020
Q1 | $432M | Buy |
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|
2019
Q4 | $503M | Buy |
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|
2019
Q3 | $430M | Buy |
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|
2019
Q2 | $395M | Sell |
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|
2019
Q1 | $420M | Buy |
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|
2018
Q4 | $371M | Buy |
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|
2018
Q3 | $409M | Sell |
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|
2018
Q2 | $400M | Buy |
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|
2018
Q1 | $319M | Buy |
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|
2017
Q4 | $320M | Buy |
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|
2017
Q3 | $296M | Buy |
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|
2017
Q2 | $284M | Buy |
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|
2017
Q1 | $270M | Sell |
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|
2016
Q4 | $269M | Buy |
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|
2016
Q3 | $208M | Sell |
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|
2016
Q2 | $223M | Buy |
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|
2016
Q1 | $187M | Sell |
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|
2015
Q4 | $199M | Buy |
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|
2015
Q3 | $109M | Buy |
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|
2015
Q2 | $112M | Buy |
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|
2015
Q1 | $99.1M | Buy |
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|
2014
Q4 | $87.2M | Buy |
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|
2014
Q3 | $58.8M | Buy |
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|
2014
Q2 | $50.9M | Buy |
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|
2014
Q1 | $43.6M | Buy |
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|
2013
Q4 | $38.3M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $18.5M | Buy |
|