Sharkey, Howes & Javer’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
Q3 | $4.66M | Sell |
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|
2025
Q2 | $6.45M | Sell |
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|
2025
Q1 | $11.4M | Sell |
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|
2024
Q4 | $13.9M | Buy |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $13.6M | Sell |
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|
2024
Q1 | $15.3M | Sell |
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|
2023
Q4 | $16.6M | Buy |
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|
2023
Q3 | $12.1M | Buy |
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|
2023
Q2 | $10M | Buy |
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|
2023
Q1 | $3.6M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $51K | Hold |
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|
2019
Q1 | $50K | Hold |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $46K | Hold |
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|
2017
Q4 | $47K | Hold |
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|
2017
Q3 | $45K | Hold |
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|
2017
Q2 | $42K | Hold |
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|
2017
Q1 | $41K | Hold |
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|
2016
Q4 | $39K | Buy |
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