Next Financial 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
Q4 | $6.5M | Sell |
|
|||||
|
2021
Q3 | $10.3M | Buy |
|
|||||
|
2021
Q2 | $10.1M | Buy |
|
|||||
|
2021
Q1 | $8.98M | Buy |
|
|||||
|
2020
Q4 | $8.39M | Buy |
|
|||||
|
2020
Q3 | $7.14M | Sell |
|
|||||
|
2020
Q2 | $6.81M | Sell |
|
|||||
|
2020
Q1 | $5.94M | Buy |
|
|||||
|
2019
Q4 | $7.09M | Buy |
|
|||||
|
2019
Q3 | $5.07M | Buy |
|
|||||
|
2019
Q2 | $4.69M | Buy |
|
|||||
|
2019
Q1 | $176K | Sell |
|
|||||
|
2018
Q4 | $1.06M | Buy |
|
|||||
|
2018
Q3 | $61K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $761K | Buy |
|
|||||
|
2017
Q4 | $225K | Buy |
|
|||||
|
2017
Q3 | $104K | Sell |
|
|||||
|
2017
Q2 | $157K | Sell |
|
|||||
|
2017
Q1 | $170K | Sell |
|
|||||
|
2016
Q4 | $619K | Buy |
|
|||||
|
2016
Q3 | $377K | Buy |
|
|||||
|
2016
Q2 | $123K | Hold |
|
|||||
|
2016
Q1 | $121K | Sell |
|
|||||
|
2015
Q4 | $378K | Buy |
|
|||||
|
2015
Q3 | $312K | Buy |
|
|||||
|
2015
Q2 | $35K | Hold |
|
|||||
|
2015
Q1 | $35K | Sell |
|
|||||
|
2014
Q4 | $216K | Sell |
|
|||||
|
2014
Q3 | $414K | Buy |
|