Sunburst Financial Group’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 | $10.5M | Buy |
|
|||||
|
2025
Q2 | $9.69M | Sell |
|
|||||
|
2025
Q1 | $8.78M | Sell |
|
|||||
|
2024
Q4 | $9.26M | Sell |
|
|||||
|
2024
Q3 | $11M | Sell |
|
|||||
|
2024
Q2 | $10.5M | Sell |
|
|||||
|
2024
Q1 | $10.1M | Sell |
|
|||||
|
2023
Q4 | $9.27M | Sell |
|
|||||
|
2023
Q3 | $8.37M | Hold |
|
|||||
|
2023
Q2 | $8.68M | Sell |
|
|||||
|
2023
Q1 | $8.02M | Sell |
|
|||||
|
2022
Q4 | $7.58M | Sell |
|
|||||
|
2022
Q3 | $7.1M | Sell |
|
|||||
|
2022
Q2 | $7.63M | Sell |
|
|||||
|
2022
Q1 | $9.38M | Sell |
|
|||||
|
2021
Q4 | $9.88M | Sell |
|
|||||
|
2021
Q3 | $9.84M | Sell |
|
|||||
|
2021
Q2 | $9.82M | Sell |
|
|||||
|
2021
Q1 | $9.15M | Buy |
|
|||||
|
2020
Q4 | $8.48M | Sell |
|
|||||
|
2020
Q3 | $7.73M | Sell |
|
|||||
|
2020
Q2 | $7.43M | Sell |
|
|||||
|
2020
Q1 | $6.34M | Sell |
|
|||||
|
2019
Q4 | $8.41M | Buy |
|