Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $107K | Hold |
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|
2021
Q4 | $114K | Buy |
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|
2021
Q3 | $99K | Hold |
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|
2021
Q2 | $98K | Hold |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $62K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $62K | Buy |
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|
2019
Q3 | $55K | Sell |
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|
2019
Q2 | $335K | Sell |
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|
2019
Q1 | $548K | Buy |
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|
2018
Q4 | $356K | Sell |
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|
2018
Q3 | $482K | Sell |
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|
2018
Q2 | $464K | Buy |
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|
2018
Q1 | $323K | Buy |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $282K | Sell |
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|
2017
Q2 | $282K | Buy |
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|
2017
Q1 | $260K | Hold |
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|
2016
Q4 | $246K | Hold |
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|
2016
Q3 | $238K | Hold |
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|
2016
Q2 | $231K | Hold |
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|
2016
Q1 | $226K | Hold |
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|
2015
Q4 | $224K | Buy |
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