Sweet Financial Partners’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
Q3 | $88.4M | Sell |
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|
2024
Q2 | $85.7M | Sell |
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|
2024
Q1 | $83.3M | Sell |
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|
2023
Q4 | $78M | Buy |
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|
2023
Q3 | $68.7M | Buy |
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|
2023
Q2 | $70.6M | Sell |
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|
2023
Q1 | $68.2M | Buy |
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|
2022
Q4 | $61.8M | Buy |
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|
2022
Q3 | $55.8M | Buy |
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|
2022
Q2 | $57.2M | Buy |
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|
2022
Q1 | $42.8M | Buy |
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|
2021
Q4 | $36.6M | Buy |
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