Epic Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $755K | Sell |
|
|||||
|
2024
Q1 | $828K | Sell |
|
|||||
|
2023
Q4 | $1.18M | Sell |
|
|||||
|
2023
Q3 | $1.53M | Buy |
|
|||||
|
2023
Q2 | $1.51M | Buy |
|
|||||
|
2023
Q1 | $390K | Sell |
|
|||||
|
2022
Q4 | $366K | Sell |
|
|||||
|
2022
Q3 | $352K | Sell |
|
|||||
|
2022
Q2 | $419K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $356K | Buy |
|