J.W. Burns & Co’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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $920K | Buy |
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|
2024
Q4 | $962K | Buy |
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|
2024
Q3 | $883K | Buy |
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|
2024
Q2 | $836K | Buy |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $736K | Sell |
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|
2023
Q1 | $914K | Buy |
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|
2022
Q4 | $853K | Buy |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $674K | Buy |
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|
2021
Q3 | $595K | Sell |
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|
2021
Q2 | $597K | Sell |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $538K | Buy |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $225K | Buy |
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