Ratio Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $30.1M | Buy |
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|
2023
Q4 | $26.6M | Buy |
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|
2023
Q3 | $23M | Buy |
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|
2023
Q2 | $23.6M | Buy |
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|
2022
Q4 | $19.7M | Buy |
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|
2022
Q3 | $18.3M | Sell |
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|
2022
Q2 | $19.4M | Sell |
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|
2022
Q1 | $25M | Buy |
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|
2021
Q4 | $25.7M | Buy |
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|
2021
Q3 | $22.5M | Buy |
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|
2021
Q2 | $21.3M | Buy |
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|
2021
Q1 | $19.1M | Buy |
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|
2020
Q4 | $15.2M | Buy |
|