Baron Silver Stevens Financial 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 | $13.2M | Sell |
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|
2025
Q2 | $12.9M | Sell |
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|
2025
Q1 | $11.7M | Sell |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $11.3M | Sell |
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|
2024
Q1 | $10.9M | Sell |
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|
2023
Q4 | $9.99M | Sell |
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|
2023
Q3 | $9.07M | Sell |
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|
2023
Q2 | $9.98M | Buy |
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|
2023
Q1 | $7.87M | Sell |
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|
2022
Q4 | $9.18M | Buy |
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|
2022
Q3 | $20.7K | Buy |
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|
2022
Q2 | $8.62M | Sell |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q3 | $10.3M | Buy |
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|
2021
Q2 | $9.59M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6.24M | Buy |
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