JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
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|
2025
Q1 | $5.7M | Buy |
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|
2024
Q4 | $5.69M | Sell |
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|
2024
Q3 | $5.76M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $955K | Buy |
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|
2023
Q2 | $872K | Buy |
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|
2023
Q1 | $599K | Buy |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $411K | Hold |
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|
2020
Q4 | $387K | Hold |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $319K | Hold |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $376K | Sell |
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|
2019
Q2 | $419K | Hold |
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|
2019
Q1 | $404K | Hold |
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|
2018
Q4 | $358K | Hold |
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|
2018
Q3 | $416K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $25K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $21K | Hold |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $19K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $18K | Hold |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $19K | Hold |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $18K | Hold |
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|
2014
Q2 | $18K | Buy |
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