Avalon Trust’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
$181K Buy
2025
Q2
$139K Hold
2025
Q1
$126K Sell
2024
Q4
$189K Sell
2024
Q3
$235K Hold
2024
Q2
$223K Sell
2024
Q1
$430K Hold
2023
Q4
$391K Hold
2023
Q3
$351K Hold
2023
Q2
$365K Buy
2023
Q1
$288K Buy