PRW Wealth Management’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 | $383K | Sell |
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|
2023
Q2 | $51.3M | Buy |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $749K | Sell |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $709K | Buy |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $636K | Hold |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $265K | Hold |
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|
2019
Q3 | $245K | Hold |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $206K | Buy |
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