New England Guild 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
Q4 | $523K | Buy |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $219K | Sell |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $262K | Hold |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $335K | Buy |
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