J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.6M | Buy |
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|
2025
Q1 | $53M | Sell |
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|
2024
Q4 | $96.6M | Buy |
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|
2024
Q3 | $80.8M | Buy |
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|
2024
Q2 | $71.9M | Buy |
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|
2024
Q1 | $44.7M | Buy |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q3 | $6.97M | Buy |
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|
2023
Q2 | $6.79M | Sell |
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|
2023
Q1 | $6.83M | Sell |
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|
2022
Q4 | $7.84M | Sell |
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|
2022
Q3 | $8.51M | Sell |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | $6.35M | Sell |
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|
2021
Q4 | $7.15M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9.13M | Buy |
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|
2021
Q1 | $7.75M | Sell |
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|
2020
Q4 | $7.66M | Sell |
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|
2020
Q3 | $8.86M | Buy |
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|
2020
Q2 | $5.77M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.87M | Buy |
|