LeJeune Puetz Investment Counsel’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
Q1 | $613K | Buy |
|
|||||
|
2022
Q4 | $344K | Buy |
|
|||||
|
2022
Q3 | $190K | Buy |
|
|||||
|
2022
Q2 | $192K | Hold |
|
|||||
|
2022
Q1 | $230K | Buy |
|
|||||
|
2021
Q4 | $199K | Hold |
|
|||||
|
2021
Q3 | $179K | Hold |
|
|||||
|
2021
Q2 | $179K | Buy |
|
|||||
|
2021
Q1 | $155K | Sell |
|
|||||
|
2020
Q4 | $163K | Hold |
|
|||||
|
2020
Q3 | $146K | Hold |
|
|||||
|
2020
Q2 | $135K | Sell |
|
|||||
|
2020
Q1 | $1.05M | Buy |
|