Stockman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.86M | Sell |
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|
2025
Q2 | $2.76M | Sell |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $3M | Sell |
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|
2023
Q1 | $3.07M | Buy |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2.58M | Hold |
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|
2022
Q1 | $3.09M | Hold |
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|
2021
Q4 | $3.25M | Sell |
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|
2021
Q3 | $2.94M | Hold |
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|
2021
Q2 | $2.94M | Sell |
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|
2021
Q1 | $2.73M | Sell |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $2.32M | Sell |
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|
2020
Q2 | $2.16M | Hold |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $2.05M | Buy |
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|
2019
Q3 | $1.86M | Buy |
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|
2019
Q2 | $1.83M | Hold |
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|
2019
Q1 | $1.76M | Sell |
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|
2018
Q4 | $1.56M | Buy |
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|
2018
Q3 | $1.81M | Sell |
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|
2018
Q2 | $1.81M | Sell |
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|
2018
Q1 | $6.38M | Sell |
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|
2017
Q4 | $6.53M | Buy |
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|
2017
Q3 | $3.13M | Buy |
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|
2017
Q2 | $2.04M | Buy |
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|
2017
Q1 | $577K | Hold |
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|
2016
Q4 | $548K | Hold |
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|
2016
Q3 | $530K | Buy |
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