Sage Investment Advisers’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
Q3 | $10.5M | Buy |
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|
2024
Q2 | $9.78M | Buy |
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|
2024
Q1 | $8.89M | Buy |
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|
2023
Q4 | $7.67M | Buy |
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|
2023
Q3 | $1.34M | Hold |
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|
2023
Q2 | $1.39M | Hold |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.35M | Hold |
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|
2021
Q4 | $1.42M | Buy |
|