Agate Pass Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.06M | Buy |
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|
2025
Q2 | $3.81M | Buy |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $3.4M | Sell |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $859K | Buy |
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|
2022
Q3 | $627K | Buy |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $272K | Buy |
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