Boston Trust Walden’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 | $25.3M | Buy |
44,568
+6,069
| +16% | +$3.45M | 0.18% | 166 |
|
|
2025
Q1 | $19.8M | Buy |
38,499
+14,567
| +61% | +$7.49M | 0.14% | 179 |
|
|
2024
Q4 | $12.9M | Buy |
23,932
+3,257
| +16% | +$1.75M | 0.09% | 189 |
|
|
2024
Q3 | $10.9M | Buy |
20,675
+2,645
| +15% | +$1.4M | 0.08% | 200 |
|
|
2024
Q2 | $9.02M | Sell |
18,030
-372
| -2% | -$186K | 0.07% | 202 |
|
|
2024
Q1 | $8.85M | Buy |
18,402
+3,233
| +21% | +$1.55M | 0.06% | 202 |
|
|
2023
Q4 | $6.63M | Sell |
15,169
-1,032
| -6% | -$451K | 0.05% | 212 |
|
|
2023
Q3 | $6.36M | Sell |
16,201
-8,461
| -34% | -$3.32M | 0.05% | 217 |
|
|
2023
Q2 | $10M | Buy |
24,662
+971
| +4% | +$395K | 0.08% | 197 |
|
|
2023
Q1 | $8.91M | Buy |
23,691
+282
| +1% | +$106K | 0.08% | 205 |
|
|
2022
Q4 | $8.22M | Hold |
23,409
| – | – | 0.07% | 211 |
|
|
2022
Q3 | $7.69M | Sell |
23,409
-1,091
| -4% | -$358K | 0.08% | 207 |
|
|
2022
Q2 | $8.5M | Buy |
24,500
+2,215
| +10% | +$768K | 0.08% | 207 |
|
|
2022
Q1 | $9.25M | Buy |
22,285
+2,425
| +12% | +$1.01M | 0.08% | 211 |
|
|
2021
Q4 | $8.67M | Buy |
19,860
+160
| +0.8% | +$69.8K | 0.07% | 217 |
|
|
2021
Q3 | $7.77M | Hold |
19,700
| – | – | 0.07% | 219 |
|
|
2021
Q2 | $7.75M | Buy |
19,700
+1,299
| +7% | +$511K | 0.07% | 223 |
|
|
2021
Q1 | $6.7M | Buy |
18,401
+653
| +4% | +$238K | 0.06% | 220 |
|
|
2020
Q4 | $6.1M | Buy |
17,748
+344
| +2% | +$118K | 0.07% | 225 |
|
|
2020
Q3 | $5.35M | Buy |
17,404
+200
| +1% | +$61.5K | 0.07% | 232 |
|
|
2020
Q2 | $4.88M | Sell |
17,204
-300
| -2% | -$85K | 0.07% | 232 |
|
|
2020
Q1 | $4.15M | Sell |
17,504
-6,287
| -26% | -$1.49M | 0.07% | 231 |
|
|
2019
Q4 | $7.04M | Sell |
23,791
-65
| -0.3% | -$19.2K | 0.08% | 220 |
|
|
2019
Q3 | $6.5M | Sell |
23,856
-70
| -0.3% | -$19.1K | 0.08% | 223 |
|
|
2019
Q2 | $6.44M | Buy |
23,926
+745
| +3% | +$201K | 0.08% | 218 |
|
|
2019
Q1 | $6.02M | Buy |
23,181
+1,635
| +8% | +$424K | 0.08% | 218 |
|
|
2018
Q4 | $4.95M | Buy |
21,546
+1,814
| +9% | +$417K | 0.08% | 217 |
|
|
2018
Q3 | $5.27M | Buy |
19,732
+171
| +0.9% | +$45.7K | 0.07% | 221 |
|
|
2018
Q2 | $4.88M | Buy |
19,561
+65
| +0.3% | +$16.2K | 0.07% | 224 |
|
|
2018
Q1 | $4.72M | Buy |
19,496
+1,465
| +8% | +$355K | 0.07% | 224 |
|
|
2017
Q4 | $4.42M | Buy |
18,031
+675
| +4% | +$166K | 0.06% | 227 |
|
|
2017
Q3 | $4.01M | Buy |
17,356
+3,195
| +23% | +$737K | 0.06% | 232 |
|
|
2017
Q2 | $3.15M | Buy |
14,161
+700
| +5% | +$155K | 0.05% | 246 |
|
|
2017
Q1 | $2.91M | Buy |
13,461
+7,361
| +121% | +$1.59M | 0.05% | 243 |
|
|
2016
Q4 | $1.25M | Buy |
6,100
+1,600
| +36% | +$328K | 0.02% | 286 |
|
|
2016
Q3 | $894K | Buy |
4,500
+1,500
| +50% | +$298K | 0.01% | 295 |
|
|
2016
Q2 | $577K | Buy |
+3,000
| New | +$577K | 0.01% | 307 |
|