Kalos Management’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 | – | Sell |
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2023
Q2 | $335K | Hold |
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2023
Q1 | $309K | Hold |
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2022
Q4 | $289K | Hold |
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2022
Q3 | $284K | Sell |
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2022
Q2 | $354K | Sell |
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2022
Q1 | $404K | Sell |
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2021
Q4 | $837K | Buy |
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2021
Q3 | $821K | Buy |
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2021
Q2 | $304K | Sell |
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2021
Q1 | $623K | Buy |
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2020
Q4 | $282K | Sell |
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2020
Q3 | $720K | Sell |
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2020
Q2 | $2.34M | Buy |
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2020
Q1 | $1.32M | Sell |
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2019
Q4 | $3.87M | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $3.85M | Buy |
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2019
Q1 | $3.07M | Sell |
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2018
Q4 | $3.45M | Buy |
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2018
Q3 | $3.42M | Sell |
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2018
Q2 | $4.82M | Hold |
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2018
Q1 | $4.82M | Sell |
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2017
Q4 | $4.96M | Buy |
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2017
Q3 | $4.53M | Buy |
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2017
Q2 | – | Sell |
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2017
Q1 | $4.25M | Sell |
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2016
Q4 | $4.38M | Sell |
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2016
Q3 | $4.65M | Sell |
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2016
Q2 | $5.47M | Buy |
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2016
Q1 | $4.14M | Buy |
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2015
Q4 | – | Hold |
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