Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $458K | Sell |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $628K | Sell |
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|
2020
Q3 | $646K | Buy |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $358K | Buy |
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|
2019
Q4 | $437K | Hold |
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|
2019
Q3 | $403K | Hold |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $90K | Sell |
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|
2018
Q4 | $153K | Buy |
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|
2018
Q3 | $87K | Hold |
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|
2018
Q2 | $87K | Buy |
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|
2018
Q1 | $80K | Hold |
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|
2017
Q4 | $81K | Sell |
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|
2017
Q3 | $99K | Hold |
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|
2017
Q2 | $95K | Sell |
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|
2017
Q1 | $125K | Sell |
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|
2016
Q4 | $138K | Sell |
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|
2016
Q3 | $233K | Hold |
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|
2016
Q2 | $226K | Hold |
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|
2016
Q1 | $220K | Buy |
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|
2015
Q4 | $216K | Buy |
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