Corient Private Wealth’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 | $5.98B | Sell |
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|
2025
Q1 | $1.23B | Buy |
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|
2024
Q4 | $632M | Sell |
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|
2024
Q3 | $940M | Buy |
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|
2024
Q2 | $588M | Buy |
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|
2024
Q1 | $554M | Sell |
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|
2023
Q4 | $517M | Sell |
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|
2023
Q3 | $461M | Buy |
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|
2023
Q2 | $457M | Buy |
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|
2023
Q1 | $408M | Buy |
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|
2022
Q4 | $348M | Buy |
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