Cresset 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
Q2 | $277M | Buy |
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|
2025
Q1 | $235M | Buy |
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|
2024
Q4 | $229M | Buy |
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|
2024
Q3 | $217M | Buy |
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|
2024
Q2 | $190M | Buy |
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|
2024
Q1 | $136M | Buy |
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|
2023
Q4 | $79.7M | Buy |
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|
2023
Q3 | $66.6M | Buy |
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|
2023
Q2 | $67M | Buy |
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|
2023
Q1 | $27.1M | Buy |
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|
2022
Q4 | $17.1M | Buy |
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|
2022
Q3 | $18.9M | Sell |
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|
2022
Q2 | $20.8M | Buy |
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|
2022
Q1 | $18.3M | Sell |
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|
2021
Q4 | $19.9M | Buy |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $12M | Sell |
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|
2021
Q1 | $13.5M | Sell |
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|
2020
Q4 | $15.4M | Buy |
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|
2020
Q3 | $12.8M | Buy |
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|
2020
Q2 | $11.3M | Buy |
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|
2020
Q1 | $5.34M | Buy |
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|
2019
Q4 | $5.44M | Sell |
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|
2019
Q3 | $6.83M | Buy |
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|
2019
Q2 | $6.73M | Sell |
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|
2019
Q1 | $6.38M | Buy |
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|
2018
Q4 | $2.47M | Buy |
|