Brown, Lisle/Cummings’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 | $600K | Hold |
|
|||||
|
2025
Q2 | $556K | Buy |
|
|||||
|
2025
Q1 | $465K | Buy |
|
|||||
|
2024
Q4 | $460K | Hold |
|
|||||
|
2024
Q3 | $451K | Hold |
|
|||||
|
2024
Q2 | $427K | Sell |
|
|||||
|
2024
Q1 | $425K | Sell |
|
|||||
|
2023
Q4 | $403K | Hold |
|
|||||
|
2023
Q3 | $362K | Hold |
|
|||||
|
2023
Q2 | $376K | Buy |
|
|||||
|
2023
Q1 | $7.52K | Hold |
|
|||||
|
2022
Q4 | $7.03K | Hold |
|
|||||
|
2022
Q3 | $6.57K | Hold |
|
|||||
|
2022
Q2 | $6.94K | Hold |
|
|||||
|
2022
Q1 | $8.3K | Hold |
|
|||||
|
2021
Q4 | $8.73K | Buy |
|