New England Investment & Retirement Group’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
Q3 | $938K | Buy |
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|
2021
Q2 | $931K | Hold |
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|
2021
Q1 | $862K | Sell |
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|
2020
Q4 | $821K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $213K | Hold |
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|
2020
Q1 | $178K | Hold |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $205K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $482K | Sell |
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|
2015
Q3 | $8.89M | Buy |
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