Carret Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Carret Asset Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$413K	Sell
2025 Q2	$418K	Buy
2025 Q1	$357K	Buy
2024 Q4	$294K	Hold
2024 Q3	$288K	Hold
2024 Q2	$273K	Buy
2024 Q1	$255K	Sell
2023 Q4	$247K	Sell
2023 Q3	$258K	Sell
2023 Q2	$288K	Buy