Baron Silver Stevens Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
22,623
-118
| -0.5% | -$67K | 2.06% | 16 |
|
|
2025
Q1 | $11.7M | Sell |
22,741
-985
| -4% | -$506K | 2.04% | 16 |
|
|
2024
Q4 | $12.8M | Buy |
23,726
+604
| +3% | +$325K | 2.17% | 15 |
|
|
2024
Q3 | $12.2M | Buy |
23,122
+444
| +2% | +$234K | 2.13% | 15 |
|
|
2024
Q2 | $11.3M | Sell |
22,678
-45
| -0.2% | -$22.5K | 2.15% | 16 |
|
|
2024
Q1 | $10.9M | Sell |
22,723
-138
| -0.6% | -$66.3K | 2.11% | 16 |
|
|
2023
Q4 | $9.99M | Sell |
22,861
-227
| -1% | -$99.2K | 2.09% | 16 |
|
|
2023
Q3 | $9.07M | Sell |
23,088
-1,405
| -6% | -$552K | 2.05% | 16 |
|
|
2023
Q2 | $9.98M | Buy |
24,493
+3,563
| +17% | +$1.45M | 2.19% | 16 |
|
|
2023
Q1 | $7.87M | Sell |
20,930
-5,209
| -20% | -$1.96M | 2.05% | 16 |
|
|
2022
Q4 | $9.18M | Buy |
26,139
+1,240
| +5% | +$436K | 2.26% | 17 |
|
|
2022
Q3 | $20.7K | Buy |
24,899
+40
| +0.2% | +$33 | 5.65% | 5 |
|
|
2022
Q2 | $8.62M | Sell |
24,859
-3,137
| -11% | -$1.09M | 2.23% | 16 |
|
|
2022
Q1 | $11.6M | Buy |
27,996
+932
| +3% | +$387K | 2.72% | 14 |
|
|
2021
Q4 | $11.8M | Buy |
27,064
+1,066
| +4% | +$465K | 2.79% | 13 |
|
|
2021
Q3 | $10.3M | Buy |
25,998
+1,630
| +7% | +$643K | 2.73% | 13 |
|
|
2021
Q2 | $9.59M | Buy |
+24,368
| New | +$9.59M | 2.6% | 13 |
|
|
2021
Q1 | – | Sell |
-18,151
| Closed | -$6.24M | – | 461 |
|
|
2020
Q4 | $6.24M | Buy |
+18,151
| New | +$6.24M | 2.14% | 12 |
|