Private Wealth Strategies’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
Q2 | $6.34M | Sell |
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|
2024
Q1 | $6.19M | Buy |
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|
2023
Q4 | $5.61M | Buy |
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|
2023
Q3 | $5.01M | Sell |
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|
2023
Q2 | $5.29M | Sell |
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|
2023
Q1 | $4.89M | Buy |
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|
2022
Q4 | $4.56M | Sell |
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|
2022
Q3 | $4.27M | Buy |
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|
2022
Q2 | $4.3M | Sell |
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|
2022
Q1 | $5.48M | Sell |
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|
2021
Q4 | $5.79M | Buy |
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|
2021
Q3 | $5.1M | Buy |
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|
2021
Q2 | $5.08M | Buy |
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|
2021
Q1 | $4.65M | Buy |
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|
2020
Q4 | $4.32M | Buy |
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|
2020
Q3 | $3.24M | Sell |
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|
2020
Q2 | $3.42M | Sell |
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|
2020
Q1 | $9.68M | Sell |
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|
2019
Q4 | $14.2M | Buy |
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