Lake Street Advisors 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
Q4 | $107M | Buy |
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|
2024
Q3 | $101M | Buy |
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|
2024
Q2 | $94.2M | Buy |
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|
2024
Q1 | $78.8M | Buy |
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|
2023
Q4 | $66.5M | Sell |
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|
2023
Q3 | $64.9M | Sell |
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|
2023
Q2 | $68.4M | Buy |
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|
2023
Q1 | $60M | Sell |
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|
2022
Q4 | $56.2M | Buy |
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|
2022
Q3 | $49.2M | Sell |
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|
2022
Q2 | $57.1M | Sell |
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|
2022
Q1 | $74.1M | Buy |
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|
2021
Q4 | $72.2M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $59.9M | Buy |
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|
2021
Q1 | $43.2M | Sell |
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|
2020
Q4 | $41.9M | Buy |
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|
2020
Q3 | $36.9M | Sell |
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|
2020
Q2 | $34M | Buy |
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|
2020
Q1 | $19M | Buy |
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|
2019
Q4 | $14.9M | Buy |
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|
2019
Q3 | $9.43M | Buy |
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|
2019
Q2 | $9.25M | Buy |
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|
2019
Q1 | $7.4M | Buy |
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|
2018
Q4 | $4.77M | Sell |
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|
2018
Q3 | $5.61M | Buy |
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|
2018
Q2 | $5.14M | Buy |
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|
2018
Q1 | $4.21M | Sell |
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|
2017
Q4 | $5.58M | Buy |
|