Brio Consultants’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 | $79.8M | Buy |
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|
2025
Q2 | $72.6M | Buy |
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|
2025
Q1 | $65.6M | Buy |
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|
2024
Q4 | $60.5M | Buy |
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|
2024
Q3 | $57.5M | Buy |
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|
2024
Q2 | $53.8M | Sell |
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|
2024
Q1 | $51.7M | Sell |
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|
2023
Q4 | $47.8M | Buy |
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|
2023
Q3 | $42.4M | Buy |
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|
2023
Q2 | $42.9M | Buy |
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|
2023
Q1 | $3.52M | Sell |
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|
2022
Q4 | $3.45M | Sell |
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|
2022
Q3 | $4.04M | Sell |
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|
2022
Q2 | $5.98M | Sell |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $9.09M | Buy |
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|
2021
Q2 | $8.75M | Buy |
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|
2021
Q1 | $6.77M | Buy |
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|
2020
Q4 | $5.51M | Sell |
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|
2020
Q3 | $4.94M | Buy |
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|
2020
Q2 | $4.29M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $221K | Buy |
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