Ballentine Capital Advisors’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
$19.6M Buy
2025
Q2
$18M Sell
2025
Q1
$16.7M Buy
2024
Q4
$17.4M Sell
2024
Q3
$17.3M Sell
2024
Q2
$16.6M Buy
2024
Q1
$15.5M Buy
2023
Q4
$14.4M Buy