Callan Family Office’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
$4.75M Sell
2025
Q2
$4.41M Buy
2025
Q1
$3.85M Sell
2024
Q4
$4.06M Sell
2024
Q3
$4.65M Buy
2024
Q2
$4.38M Buy
2024
Q1
$3.98M Sell
2023
Q4
$3.69M Sell
2023
Q3
$3.51M Buy
2023
Q2
$3.54M Buy
2023
Q1
$2.57M Buy
2022
Q4
$798K Buy