Davidson Investment 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
Q3
$521K Buy
2025
Q2
$457K Sell
2025
Q1
$475K Buy
2024
Q4
$382K Hold
2024
Q3
$374K Sell
2024
Q2
$357K Buy
2024
Q1
$341K Hold
2023
Q4
$310K Sell
2023
Q3
$809K Buy
2023
Q2
$289K Buy
2022
Q4
Sell
2022
Q3
$265K Sell
2022
Q2
$520K Buy
2022
Q1
Sell
2021
Q4
$1.92M Buy
2016
Q1
Sell
2015
Q4
$2.57M Buy