Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.65M | Buy |
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|
2020
Q4 | $4.25M | Buy |
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|
2020
Q3 | $3.39M | Buy |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $1.75M | Buy |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $907K | Buy |
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|
2019
Q2 | $496K | Buy |
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|
2019
Q1 | $282K | Sell |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $844K | Buy |
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|
2018
Q2 | $490K | Sell |
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|
2018
Q1 | $575K | Sell |
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|
2017
Q4 | $632K | Sell |
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|
2017
Q3 | $626K | Sell |
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|
2017
Q2 | $699K | Buy |
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|
2017
Q1 | $679K | Buy |
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|
2016
Q4 | $537K | Buy |
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|
2016
Q3 | $461K | Buy |
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|
2016
Q2 | $445K | Buy |
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