Sutton Wealth Advisors’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
Q3 | $12.3M | Buy |
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|
2023
Q2 | $12.1M | Buy |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $8.23M | Buy |
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|
2022
Q3 | $6.99M | Buy |
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|
2022
Q2 | $6.34M | Buy |
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|
2022
Q1 | $6.31M | Buy |
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|
2021
Q4 | $4.91M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $2.39M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | $92.4K | Buy |
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|
2019
Q4 | $93.2K | Hold |
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|
2019
Q3 | $85.9K | Buy |
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