Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $653K | Sell |
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|
2022
Q3 | $703K | Sell |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $5.27M | Buy |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q3 | $4.83M | Buy |
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|
2021
Q2 | $4.63M | Sell |
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|
2021
Q1 | $5.13M | Sell |
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|
2020
Q4 | $4.96M | Sell |
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|
2020
Q3 | $4.52M | Sell |
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|
2020
Q2 | $4.25M | Sell |
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|
2020
Q1 | $3.58M | Buy |
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|
2019
Q4 | $3.87M | Buy |
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|
2019
Q3 | $3.45M | Sell |
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|
2019
Q2 | $3.57M | Buy |
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|
2019
Q1 | $3.29M | Buy |
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|
2018
Q4 | $2.73M | Buy |
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|
2018
Q3 | $2.35M | Buy |
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|
2018
Q2 | $2.12M | Sell |
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|
2018
Q1 | $2.21M | Buy |
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|
2017
Q4 | $986K | Buy |
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