Choate Investment Advisors’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 | $57.3M | Buy |
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|
2025
Q1 | $49.7M | Buy |
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|
2024
Q4 | $51.8M | Buy |
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|
2024
Q3 | $50.6M | Buy |
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|
2024
Q2 | $14.5M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $4.85M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.27M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $923K | Buy |
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|
2020
Q2 | $797K | Sell |
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|
2020
Q1 | $698K | Buy |
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|
2019
Q4 | $856K | Hold |
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|
2019
Q3 | $789K | Hold |
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|
2019
Q2 | $779K | Sell |
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|
2019
Q1 | $801K | Sell |
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|
2018
Q4 | $860K | Sell |
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|
2018
Q3 | $6.48M | Buy |
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|
2018
Q2 | $4.13M | Buy |
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|
2018
Q1 | $895K | Sell |
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|
2017
Q4 | $966K | Hold |
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|
2017
Q3 | $909K | Sell |
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|
2017
Q2 | $953K | Hold |
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|
2017
Q1 | $929K | Sell |
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|
2016
Q4 | $886K | Sell |
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|
2016
Q3 | $1.38M | Sell |
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|
2016
Q2 | $1.38M | Buy |
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|
2016
Q1 | $1.33M | Hold |
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|
2015
Q4 | $1.33M | Hold |
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|
2015
Q3 | $1.24M | Hold |
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|
2015
Q2 | $1.33M | Hold |
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|
2015
Q1 | $1.33M | Hold |
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|
2014
Q4 | $1.33M | Hold |
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|
2014
Q3 | $1.27M | Sell |
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|
2014
Q2 | $1.94M | Sell |
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|
2014
Q1 | $2.07M | Buy |
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|
2013
Q4 | $811K | Hold |
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|
2013
Q3 | $738K | Buy |
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|
2013
Q2 | $697K | Buy |
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