John G. Ullman & Associates’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 | $3.93M | Sell |
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|
2025
Q1 | $3.62M | Sell |
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|
2024
Q4 | $4.46M | Sell |
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|
2024
Q3 | $4.49M | Buy |
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|
2024
Q2 | $4.15M | Sell |
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|
2024
Q1 | $4.11M | Sell |
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|
2023
Q4 | $3.83M | Buy |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.39M | Buy |
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|
2023
Q1 | $3.1M | Sell |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $3.62M | Buy |
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|
2021
Q3 | $3.25M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $2.25M | Sell |
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|
2020
Q4 | $2.19M | Sell |
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|
2020
Q3 | $2.01M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $1.53M | Sell |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $1.21M | Buy |
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|
2018
Q3 | $923K | Buy |
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|
2018
Q2 | $855K | Buy |
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|
2018
Q1 | $701K | Buy |
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|
2017
Q4 | $627K | Buy |
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|
2017
Q3 | $278K | Buy |
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|
2017
Q2 | $253K | Sell |
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|
2017
Q1 | $256K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $227K | Sell |
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|
2015
Q3 | $222K | Buy |
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|
2015
Q2 | $216K | Buy |
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