Cottage Street 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
$599K Sell
2025
Q1
$572K Buy
2024
Q4
$411K Buy
2024
Q3
$396K Buy
2024
Q2
$374K Sell
2024
Q1
$470K Sell
2023
Q4
$426K Buy
2023
Q3
$382K Buy
2023
Q2
$225K Hold
2023
Q1
$208K Buy
2022
Q2
Sell
2022
Q1
$224K Buy
2021
Q4
$222K Buy