Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $181K | Hold |
|
|||||
|
2025
Q2 | $168K | Hold |
|
|||||
|
2025
Q1 | $152K | Hold |
|
|||||
|
2024
Q4 | $159K | Hold |
|
|||||
|
2024
Q3 | $156K | Buy |
|
|||||
|
2024
Q2 | $128K | Hold |
|
|||||
|
2024
Q1 | $123K | Buy |
|
|||||
|
2023
Q4 | $102K | Sell |
|
|||||
|
2023
Q3 | $101K | Hold |
|
|||||
|
2023
Q2 | $105K | Buy |
|
|||||
|
2023
Q1 | $95.1K | Buy |
|
|||||
|
2022
Q4 | $72K | Sell |
|
|||||
|
2022
Q3 | $72K | Buy |
|
|||||
|
2022
Q2 | $71K | Buy |
|
|||||
|
2022
Q1 | $80K | Sell |
|
|||||
|
2021
Q4 | $151K | Sell |
|
|||||
|
2021
Q3 | $156K | Sell |
|
|||||
|
2021
Q2 | $467K | Sell |
|
|||||
|
2021
Q1 | $1.26M | Buy |
|
|||||
|
2020
Q4 | $1.19M | Sell |
|
|||||
|
2020
Q3 | $1.07M | Sell |
|
|||||
|
2020
Q2 | $1.1M | Sell |
|
|||||
|
2020
Q1 | $984K | Sell |
|
|||||
|
2019
Q4 | $1.68M | Sell |
|
|||||
|
2019
Q3 | $1.57M | Sell |
|
|||||
|
2019
Q2 | $1.61M | Buy |
|
|||||
|
2019
Q1 | $1.55M | Buy |
|
|||||
|
2018
Q4 | $711K | Buy |
|
|||||
|
2018
Q3 | $758K | Buy |
|
|||||
|
2018
Q2 | $672K | Buy |
|
|||||
|
2018
Q1 | $568K | Hold |
|
|||||
|
2017
Q4 | $576K | Sell |
|
|||||
|
2017
Q3 | $543K | Hold |
|
|||||
|
2017
Q2 | $523K | Buy |
|
|||||
|
2017
Q1 | $502K | Buy |
|
|||||
|
2016
Q4 | $435K | Buy |
|
|||||
|
2016
Q3 | $402K | Hold |
|
|||||
|
2016
Q2 | $389K | Sell |
|
|||||
|
2016
Q1 | $413K | Sell |
|
|||||
|
2015
Q4 | $423K | Sell |
|
|||||
|
2015
Q3 | $405K | Buy |
|
|||||
|
2015
Q1 | $439K | Sell |
|
|||||
|
2014
Q4 | $460K | Hold |
|
|||||
|
2014
Q3 | $441K | Sell |
|
|||||
|
2014
Q2 | $458K | Sell |
|
|||||
|
2014
Q1 | $457K | Sell |
|
|||||
|
2013
Q4 | $468K | Buy |
|