Berkeley Inc’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
Q2
$2.43M Sell
2025
Q1
$2.78M Sell
2024
Q4
$3.34M Sell
2024
Q3
$5.69M Buy
2024
Q2
$2.7M Sell
2024
Q1
$2.68M Sell
2023
Q4
$2.47M Buy
2023
Q3
$2.12M Buy
2023
Q2
$1.94M Buy
2023
Q1
$1.64M Buy
2022
Q4
$1.21M Buy
2022
Q3
$1.04M Buy
2022
Q2
$1.06M Buy