San Francisco Sentry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $707K | Hold |
|
|||||
|
2021
Q1 | $655K | Hold |
|
|||||
|
2020
Q4 | $618K | Sell |
|
|||||
|
2020
Q3 | $686K | Sell |
|
|||||
|
2020
Q2 | $654K | Sell |
|
|||||
|
2020
Q1 | $547K | Sell |
|
|||||
|
2019
Q4 | $735K | Sell |
|
|||||
|
2019
Q3 | $688K | Buy |
|
|||||
|
2019
Q2 | $590K | Sell |
|
|||||
|
2019
Q1 | $578K | Sell |
|
|||||
|
2018
Q4 | $534K | Sell |
|
|||||
|
2018
Q3 | $625K | Sell |
|
|||||
|
2018
Q2 | $2.28M | Sell |
|
|||||
|
2018
Q1 | $2.26M | Buy |
|
|||||
|
2017
Q4 | $173K | Hold |
|
|||||
|
2017
Q3 | $163K | Buy |
|