Burke & Herbert Bank & Trust’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 | $1.5M | Sell |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $342K | Hold |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $507K | Hold |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $497K | Hold |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $499K | Hold |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $527K | Hold |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $851K | Hold |
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|
2021
Q3 | $769K | Hold |
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|
2021
Q2 | $767K | Sell |
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|
2021
Q1 | $719K | Sell |
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|
2020
Q4 | $742K | Sell |
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|
2020
Q3 | $690K | Hold |
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|
2020
Q2 | $636K | Buy |
|