ProVise Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Sell |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $4.64M | Buy |
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|
2024
Q2 | $3.97M | Buy |
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|
2024
Q1 | $3.82M | Sell |
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|
2023
Q4 | $5.52M | Buy |
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|
2023
Q3 | $4.48M | Sell |
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|
2023
Q2 | $5.16M | Sell |
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|
2023
Q1 | $4.98M | Buy |
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|
2022
Q4 | $4.13M | Sell |
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|
2022
Q3 | $4.86M | Sell |
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|
2022
Q2 | $6.03M | Sell |
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|
2022
Q1 | $7.63M | Buy |
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|
2021
Q4 | $7.91M | Buy |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $5.37M | Buy |
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|
2021
Q1 | $3.91M | Buy |
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|
2020
Q4 | $3.48M | Buy |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $697K | Buy |
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|
2019
Q4 | $826K | Buy |
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|
2019
Q3 | $665K | Sell |
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|
2019
Q2 | $754K | Buy |
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|
2019
Q1 | $608K | Buy |
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|
2018
Q4 | $523K | Sell |
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|
2018
Q3 | $613K | Sell |
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|
2018
Q2 | $720 | Buy |
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|
2018
Q1 | $634K | Buy |
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|
2017
Q4 | $556K | Sell |
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|
2017
Q3 | $527K | Sell |
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|
2017
Q2 | $507K | Sell |
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|
2017
Q1 | $502K | Hold |
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|
2016
Q4 | $477K | Sell |
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|
2016
Q3 | $474K | Buy |
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|
2016
Q2 | $457K | Buy |
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|
2016
Q1 | $449K | Buy |
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