Barrett & Company’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 | $1.07M | Hold |
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|
2025
Q2 | $993K | Hold |
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|
2025
Q1 | $898K | Hold |
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|
2024
Q4 | $942K | Hold |
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|
2024
Q3 | $922K | Hold |
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|
2024
Q2 | $874K | Hold |
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|
2024
Q1 | $840K | Hold |
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|
2023
Q4 | $764K | Hold |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $619K | Sell |
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|
2022
Q4 | $584K | Hold |
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|
2022
Q3 | $584K | Buy |
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