Roosevelt Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.1M | Buy |
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|
2022
Q2 | $11.2M | Sell |
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|
2022
Q1 | $13.5M | Sell |
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|
2021
Q4 | $18.5M | Buy |
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|
2021
Q3 | $3.22M | Hold |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $2.89M | Sell |
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|
2020
Q4 | $2.85M | Sell |
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|
2020
Q3 | $3.51M | Buy |
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|
2020
Q2 | $2.88M | Sell |
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|
2020
Q1 | $2.98M | Sell |
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|
2019
Q4 | $6.2M | Buy |
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|
2019
Q3 | $5.38M | Buy |
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|
2019
Q2 | $5.29M | Buy |
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|
2019
Q1 | $4.7M | Sell |
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|
2018
Q4 | $53.9M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $420K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $442K | Buy |
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