Rowland Carmichael 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
2020
Q4
$2.7M Buy
2020
Q3
$2.39M Sell
2020
Q2
$2.37M Buy
2020
Q1
$1.98M Sell
2019
Q4
$2.89M Sell
2019
Q3
$3M Buy
2019
Q2
$2.71M Sell
2019
Q1
$2.65M Sell
2018
Q4
$2.4M Buy
2018
Q3
$2.73M Buy
2018
Q2
$2.5M Sell
2018
Q1
$2.46M Sell
2017
Q4
$2.77M Buy
2017
Q3
$2.27M Buy
2017
Q2
$2.11M Sell
2017
Q1
$2.08M Sell
2016
Q4
$2.2M Sell
2016
Q3
$2.22M Sell
2016
Q2
$2.31M Sell
2016
Q1
$2.38M Buy