Winslow Evans & Crocker’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 | $249K | Buy |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $127K | Buy |
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|
2020
Q1 | $100K | Hold |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $114K | Buy |
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|
2019
Q2 | $92K | Sell |
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|
2019
Q1 | $92K | Sell |
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|
2018
Q4 | $86K | Hold |
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|
2018
Q3 | $100K | Buy |
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|
2018
Q2 | $76K | Hold |
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|
2018
Q1 | $73.4K | Buy |
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|
2017
Q4 | $64.5K | Hold |
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|
2017
Q3 | $60.7K | Sell |
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|
2017
Q2 | $153K | Sell |
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|
2017
Q1 | $170K | Buy |
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|
2016
Q4 | $139K | Hold |
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|
2016
Q3 | $135K | Buy |
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|
2016
Q2 | $92.8K | Buy |
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|
2016
Q1 | $91.1K | Sell |
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|
2015
Q4 | $90.3K | Buy |
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|
2015
Q3 | $83.1K | Hold |
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|
2015
Q2 | $89.3K | Hold |
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|
2015
Q1 | $89.5K | Buy |
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|
2014
Q4 | $84.8K | Hold |
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|
2014
Q3 | $81.3K | Buy |
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|
2014
Q2 | $7.18K | Sell |
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|
2014
Q1 | $27.8K | Hold |
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|
2013
Q4 | $27K | Buy |
|