Castleview Partners’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 | $2.42M | Buy |
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|
2025
Q2 | $989K | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $451K | Hold |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $6.99K | Sell |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $1.4K | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2018
Q1 | $17.4M | Buy |
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