L.J. Altfest & Co’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
Q3 | $344K | Sell |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $704K | Sell |
|
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|
2024
Q3 | $1.51M | Buy |
|
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $251K | Buy |
|
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $231K | Buy |
|