Polaris Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $231K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $779K | Sell |
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|
2020
Q1 | $704K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $186K | Hold |
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|
2018
Q1 | $186K | Sell |
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|
2017
Q4 | $235K | Buy |
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|
2017
Q3 | $206K | Buy |
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