MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $865K | Hold |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $973K | Buy |
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|
2021
Q2 | $968K | Buy |
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|
2021
Q1 | $610K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.4M | Buy |
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|
2019
Q3 | $5.6M | Sell |
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|
2019
Q2 | $5.72M | Buy |
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|
2019
Q1 | $4.59M | Sell |
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|
2018
Q4 | $4.09M | Buy |
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|
2018
Q3 | $3.06M | Buy |
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|
2018
Q2 | $2.7M | Buy |
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|
2018
Q1 | $2.26M | Sell |
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|
2017
Q4 | $2.64M | Sell |
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|
2017
Q3 | $2.5M | Sell |
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|
2017
Q2 | $2.45M | Sell |
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|
2017
Q1 | $2.51M | Buy |
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|
2016
Q4 | $1.99M | Buy |
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|
2016
Q3 | $1.33M | Sell |
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|
2016
Q2 | $1.35M | Buy |
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|
2016
Q1 | $1.28M | Hold |
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|
2015
Q4 | $1.27M | Hold |
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|
2015
Q3 | $1.19M | Hold |
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|
2015
Q2 | $1.28M | Buy |
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|
2015
Q1 | $1.26M | Hold |
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|
2014
Q4 | $1.25M | Buy |
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|
2014
Q3 | $1.19M | Buy |
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|
2014
Q2 | $1.18M | Hold |
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|
2014
Q1 | $1.12M | Hold |
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|
2013
Q4 | $1.11M | Sell |
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|
2013
Q3 | $1.01M | Buy |
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|
2013
Q2 | $604K | Buy |
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