DB Fitzpatrick & Co’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
$3.78M Buy
2025
Q2
$3.36M Buy
2025
Q1
$2.95M Buy
2024
Q4
$2.9M Sell
2024
Q3
$2.86M Buy
2024
Q2
$2.57M Buy
2024
Q1
$2.44M Sell
2023
Q4
$2.51M Sell
2023
Q3
$2.3M Sell
2023
Q2
$3.39M Buy
2023
Q1
$2.97M Buy
2022
Q4
$2.59M Sell
2022
Q3
$2.57M Sell
2022
Q2
$2.83M Sell
2022
Q1
$3.41M Buy
2021
Q4
$3.57M Buy