Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $401K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $660K | Buy |
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|
2022
Q3 | $577K | Buy |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $517K | Hold |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $604K | Sell |
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|
2021
Q1 | $613K | Sell |
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|
2020
Q4 | $914K | Buy |
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