Carl Stuart Investment Advisor’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 | $23.6M | Sell |
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|
2025
Q1 | $21.5M | Sell |
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|
2024
Q4 | $22.7M | Sell |
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|
2024
Q3 | $23.1M | Sell |
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|
2024
Q2 | $23.4M | Sell |
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|
2024
Q1 | $23M | Sell |
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|
2023
Q4 | $23.1M | Sell |
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|
2023
Q3 | $21M | Sell |
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|
2023
Q2 | $21.9M | Sell |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $20.5M | Buy |
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|
2022
Q3 | $19.9M | Buy |
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|
2022
Q2 | $20.5M | Sell |
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|
2022
Q1 | $240M | Sell |
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|
2021
Q4 | $25.5M | Buy |
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