Aureus Asset 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
Q2
$201K Buy
2024
Q3
Sell
2024
Q2
$397K Buy
2024
Q1
Sell
2023
Q4
$274K Hold
2023
Q3
$247K Hold
2023
Q2
$256K Sell
2023
Q1
$280K Sell
2022
Q4
$294K Hold
2022
Q3
$275K Hold
2022
Q2
$291K Sell
2022
Q1
$550K Buy
2017
Q4
Sell
2017
Q3
$331K Hold
2017
Q2
$319K Sell
2017
Q1
$513K Sell
2016
Q4
$541K Hold
2016
Q3
$524K Buy
2016
Q2
Sell
2016
Q1
$599K Buy