Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $9.2M | Buy |
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|
2024
Q1 | $8.37M | Sell |
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|
2023
Q4 | $8.53M | Buy |
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|
2023
Q3 | $7.02M | Sell |
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|
2023
Q2 | $7.44M | Buy |
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|
2023
Q1 | $6.11M | Buy |
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|
2022
Q4 | $4.48M | Buy |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $3.24M | Buy |
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|
2021
Q4 | $2.68M | Buy |
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|
2021
Q3 | $426K | Sell |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $0 | Buy |
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|
2020
Q2 | $411K | Hold |
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|
2020
Q1 | $343K | Buy |
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|
2019
Q4 | $384K | Buy |
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|
2019
Q3 | $300K | Buy |
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