SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.03M | Buy |
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|
2020
Q3 | $2.41M | Buy |
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|
2020
Q2 | $2.22M | Sell |
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|
2020
Q1 | $2.53M | Sell |
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|
2019
Q4 | $3.24M | Sell |
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|
2019
Q3 | $3.01M | Sell |
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|
2019
Q2 | $2.99M | Sell |
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|
2019
Q1 | $2.9M | Sell |
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|
2018
Q4 | $2.98M | Sell |
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|
2018
Q3 | $3.81M | Sell |
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|
2018
Q2 | $3.73M | Sell |
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|
2018
Q1 | $3.94M | Buy |
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|
2017
Q4 | $3.74M | Sell |
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|
2017
Q3 | $3.94M | Sell |
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|
2017
Q2 | $3.88M | Buy |
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|
2017
Q1 | $3.42M | Sell |
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|
2016
Q4 | $3.25M | Buy |
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|
2016
Q3 | $2.47M | Buy |
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|
2016
Q2 | $2.17M | Buy |
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|
2016
Q1 | $1.72M | Buy |
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|
2015
Q4 | $1.47M | Buy |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $1.35M | Buy |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $796K | Buy |
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