Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $53.9M | Sell |
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|
2023
Q3 | $48.6M | Buy |
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|
2023
Q2 | $50.2M | Sell |
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|
2023
Q1 | $56.5M | Buy |
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|
2022
Q4 | $24.7M | Sell |
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|
2022
Q3 | $24.2M | Buy |
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|
2022
Q2 | $14.7M | Sell |
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|
2022
Q1 | $28M | Buy |
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|
2021
Q4 | $632K | Sell |
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|
2021
Q3 | $18.8M | Sell |
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|
2021
Q2 | $18.7M | Buy |
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|
2021
Q1 | $17.3M | Sell |
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|
2020
Q4 | $397M | Buy |
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|
2020
Q3 | $346M | Sell |
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|
2020
Q2 | $323M | Buy |
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|
2020
Q1 | $230M | Sell |
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|
2019
Q4 | $302M | Buy |
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|
2019
Q3 | $270M | Sell |
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|
2019
Q2 | $270M | Buy |
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|
2019
Q1 | $120M | Buy |
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|
2018
Q4 | $8.62M | Sell |
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|
2018
Q3 | $293M | Buy |
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|
2018
Q2 | $236M | Buy |
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|
2018
Q1 | $206M | Buy |
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|
2017
Q4 | $158M | Buy |
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|
2017
Q3 | $13.2M | Sell |
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|
2017
Q2 | $149M | Buy |
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|
2017
Q1 | $87.9M | Buy |
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|
2016
Q4 | $30.8M | Buy |
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|
2016
Q3 | $12.6M | Buy |
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|
2016
Q2 | $734K | Buy |
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|
2016
Q1 | $598K | Buy |
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|
2015
Q4 | $275K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $378K | Buy |
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