Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $971K | Buy |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $698K | Buy |
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|
2020
Q1 | $489K | Buy |
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|
2019
Q4 | $515K | Buy |
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|
2019
Q3 | $461K | Buy |
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|
2019
Q2 | $30K | Buy |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Buy |
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