Winthrop Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.67M | Buy |
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|
2025
Q2 | $2.77M | Buy |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $2.36M | Sell |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $791K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $577K | Buy |
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|
2021
Q4 | $599K | Sell |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $401K | Sell |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $341K | Sell |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $356K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $271K | Buy |
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