Southern Wealth Management’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
Q1 | $13.9M | Buy |
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|
2022
Q4 | $12.7M | Sell |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $13.3M | Sell |
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|
2021
Q3 | $13.3M | Buy |
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|
2021
Q2 | $13.4M | Buy |
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|
2021
Q1 | $12M | Buy |
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|
2020
Q4 | $11.1M | Buy |
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|
2020
Q3 | $9.3M | Buy |
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|
2020
Q2 | $6.23M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $805K | Buy |
|