Davidson Trust Company’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 | $586K | Sell |
|
|||||
|
2025
Q2 | $546K | Sell |
|
|||||
|
2025
Q1 | $500K | Buy |
|
|||||
|
2024
Q4 | $491K | Sell |
|
|||||
|
2024
Q3 | $500K | Sell |
|
|||||
|
2024
Q2 | $502K | Sell |
|
|||||
|
2024
Q1 | $535K | Sell |
|
|||||
|
2023
Q4 | $501K | Buy |
|
|||||
|
2023
Q3 | $392K | Sell |
|
|||||
|
2023
Q2 | $428K | Buy |
|
|||||
|
2023
Q1 | $221K | Sell |
|
|||||
|
2022
Q4 | $208K | Sell |
|
|||||
|
2022
Q3 | $762K | Buy |
|
|||||
|
2022
Q2 | $674K | Buy |
|
|||||
|
2022
Q1 | $785K | Buy |
|
|||||
|
2021
Q4 | $760K | Buy |
|
|||||
|
2021
Q3 | $265K | Buy |
|
|||||
|
2021
Q2 | $207K | Buy |
|