RE Dickinson Investment Advisors’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
Q4
$1.39M Buy
2024
Q3
$119K Buy
2024
Q2
$35.5K Buy
2024
Q1
$24K Hold
2023
Q4
$21K Hold
2023
Q3
$19K Buy
2023
Q1
Sell
2022
Q4
$4K Hold
2022
Q3
$4K Buy
2022
Q1
Sell
2021
Q4
$14K Buy