Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.81M | Sell |
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|
2023
Q2 | $9.16M | Buy |
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|
2023
Q1 | $8.34M | Buy |
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|
2022
Q4 | $7.55M | Sell |
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|
2022
Q3 | $11.7M | Buy |
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|
2022
Q2 | $5.78M | Buy |
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|
2022
Q1 | $6.53M | Buy |
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|
2021
Q4 | $6.55M | Buy |
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|
2021
Q3 | $5.75M | Buy |
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|
2021
Q2 | $4.83M | Sell |
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|
2021
Q1 | $4.68M | Buy |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $3.35M | Buy |
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|
2020
Q2 | $3.05M | Sell |
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|
2020
Q1 | $2.55M | Buy |
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|
2019
Q4 | $1.39M | Buy |
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|
2019
Q3 | $1.14M | Hold |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $2.52M | Sell |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $3.07M | Sell |
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|
2018
Q2 | $3.25M | Hold |
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|
2018
Q1 | $3.15M | Sell |
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|
2017
Q4 | $3.2M | Sell |
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|
2017
Q3 | $3.1M | Buy |
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|
2017
Q2 | $411K | Buy |
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|
2017
Q1 | $135K | Sell |
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|
2016
Q4 | $139K | Hold |
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|
2016
Q3 | $134K | Sell |
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|
2016
Q2 | $444K | Hold |
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|
2016
Q1 | $436K | Hold |
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|
2015
Q4 | $432K | Hold |
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|
2015
Q3 | $406K | Sell |
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|
2015
Q2 | $448K | Hold |
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|
2015
Q1 | $449K | Buy |
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