Calton & Associates’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 | $5.31M | Buy |
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|
2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.12M | Sell |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $1.44M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $696K | Sell |
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|
2018
Q4 | $624K | Buy |
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|
2018
Q3 | $668K | Buy |
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|
2018
Q2 | $571K | Buy |
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|
2018
Q1 | $513K | Buy |
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|
2017
Q4 | $172K | Buy |
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