Ascent 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 | $15.2M | Sell |
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|
2025
Q2 | $16.9M | Sell |
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|
2025
Q1 | $15.7M | Buy |
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|
2024
Q4 | $6.16M | Sell |
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|
2024
Q3 | $6.62M | Sell |
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|
2024
Q2 | $6.52M | Buy |
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|
2024
Q1 | $6.06M | Sell |
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|
2023
Q4 | $5.87M | Sell |
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|
2023
Q3 | $5.31M | Sell |
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|
2023
Q2 | $5.58M | Sell |
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|
2023
Q1 | $7.01M | Sell |
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|
2022
Q4 | $7.37M | Buy |
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|
2022
Q3 | $6.29M | Sell |
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|
2022
Q2 | $7.71M | Buy |
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|
2022
Q1 | $8.15M | Buy |
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|
2021
Q4 | $7.64M | Buy |
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