Merriman Wealth Management’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 | $4.59M | Sell |
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|
2024
Q3 | $4.52M | Sell |
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|
2024
Q2 | $4.36M | Buy |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $8.66M | Sell |
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|
2023
Q2 | $9.11M | Sell |
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|
2023
Q1 | $8.46M | Buy |
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|
2022
Q4 | $7.41M | Buy |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $9.86M | Buy |
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|
2021
Q4 | $3.51M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.45M | Buy |
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|
2021
Q1 | $2.18M | Buy |
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|
2020
Q4 | $1.96M | Sell |
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|
2020
Q3 | $2.03M | Sell |
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|
2020
Q2 | $1.9M | Buy |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $17.5K | Buy |
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|
2019
Q1 | $1.65M | Sell |
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|
2018
Q4 | $1.62M | Sell |
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|
2018
Q3 | $2.48M | Sell |
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|
2018
Q2 | $3.63M | Sell |
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|
2018
Q1 | $5.07M | Sell |
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|
2017
Q4 | $14M | Sell |
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|
2017
Q3 | $17.4M | Buy |
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|
2017
Q2 | $6.97M | Buy |
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|
2017
Q1 | $6.64M | Buy |
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|
2016
Q4 | $6.25M | Sell |
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|
2016
Q3 | $6.11M | Sell |
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|
2016
Q2 | $5.99M | Sell |
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|
2016
Q1 | $5.97M | Buy |
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