Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $187K | Hold |
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|
2024
Q3 | $183K | Buy |
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|
2024
Q2 | $160K | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $514K | Buy |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | $143K | Buy |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $180K | Buy |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $169K | Sell |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $414 | Buy |
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|
2020
Q4 | $8K | Buy |
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