Colonial Trust 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
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $12.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $784K | Hold |
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|
2022
Q2 | $829K | Hold |
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|
2022
Q1 | $992K | Buy |
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|
2021
Q4 | $884K | Buy |
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