Congress Asset Management’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 | $1.09M | Buy |
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|
2025
Q2 | $972K | Hold |
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|
2025
Q1 | $879K | Buy |
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|
2024
Q4 | $897K | Buy |
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|
2024
Q3 | $767K | Sell |
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|
2024
Q2 | $750K | Hold |
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|
2024
Q1 | $721K | Hold |
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|
2023
Q4 | $655K | Buy |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $547K | Hold |
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|
2022
Q4 | $511K | Hold |
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|
2022
Q3 | $477K | Buy |
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