WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.66M | Buy |
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|
2023
Q3 | $5.4M | Buy |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $5.45M | Buy |
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|
2022
Q4 | $5.06M | Sell |
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|
2022
Q3 | $5.01M | Sell |
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|
2022
Q2 | $5.41M | Buy |
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|
2022
Q1 | $6.32M | Buy |
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|
2021
Q4 | $6.32M | Buy |
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|
2021
Q3 | $5.42M | Sell |
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|
2021
Q2 | $5.43M | Buy |
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|
2021
Q1 | $4.82M | Sell |
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|
2020
Q4 | $4.62M | Sell |
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|
2020
Q3 | $4.25M | Sell |
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|
2020
Q2 | $4.36M | Sell |
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|
2020
Q1 | $5.06M | Buy |
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|
2019
Q4 | $5.25M | Buy |
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|
2019
Q3 | $4.59M | Buy |
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|
2019
Q2 | $3.16M | Sell |
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|
2019
Q1 | $3.2M | Sell |
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|
2018
Q4 | $2.84M | Buy |
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|
2018
Q3 | $2.35M | Buy |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $2.72M | Buy |
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|
2017
Q4 | $2.74M | Buy |
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|
2017
Q3 | $2.56M | Sell |
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|
2017
Q2 | $2.62M | Buy |
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|
2017
Q1 | $2.47M | Buy |
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|
2016
Q4 | $1.91M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $765K | Buy |
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