Semmax Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Buy |
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|
2025
Q1 | $8.15M | Sell |
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|
2024
Q4 | $9.04M | Sell |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.28M | Buy |
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|
2024
Q1 | $8.41M | Buy |
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|
2023
Q4 | $7.07M | Buy |
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|
2023
Q3 | $5.45M | Buy |
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|
2022
Q4 | $80K | Sell |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $92K | Buy |
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|
2021
Q4 | $95K | Buy |
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|
2021
Q3 | $84K | Sell |
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|
2021
Q2 | $917K | Hold |
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|
2021
Q1 | $849K | Sell |
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|
2020
Q4 | $894K | Sell |
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|
2020
Q3 | $898K | Sell |
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|
2020
Q2 | $841K | Hold |
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|
2020
Q1 | $703K | Sell |
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|
2019
Q4 | $885K | Sell |
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|
2019
Q3 | $829K | Hold |
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|
2019
Q2 | $818K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.02M | Buy |
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