Crestmont 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 | $53.7M | Buy |
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|
2025
Q1 | $47.5M | Buy |
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|
2024
Q4 | $47.5M | Buy |
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|
2024
Q3 | $45.9M | Buy |
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|
2024
Q2 | $42.4M | Sell |
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|
2024
Q1 | $43.8M | Sell |
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|
2023
Q4 | $42.3M | Buy |
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|
2023
Q3 | $35M | Buy |
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|
2023
Q2 | $35.3M | Buy |
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|
2023
Q1 | $30.6M | Sell |
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|
2022
Q4 | $28.7M | Buy |
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|
2022
Q3 | $26.6M | Buy |
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|
2022
Q2 | $24.4M | Buy |
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|
2022
Q1 | $28.2M | Buy |
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|
2021
Q4 | $28.8M | Buy |
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