EH
Equitable Holdings’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $151M | Buy |
265,574
+16,940
| +7% | +$9.62M | 1.24% | 14 |
|
2025
Q1 | $128M | Buy |
248,634
+15,329
| +7% | +$7.88M | 1.21% | 14 |
|
2024
Q4 | $126M | Buy |
233,305
+2,591
| +1% | +$1.4M | 1.2% | 14 |
|
2024
Q3 | $122M | Buy |
230,714
+9,220
| +4% | +$4.87M | 1.18% | 14 |
|
2024
Q2 | $111M | Buy |
221,494
+15,925
| +8% | +$7.96M | 1.17% | 14 |
|
2024
Q1 | $98.8M | Sell |
205,569
-41,877
| -17% | -$20.1M | 1.11% | 14 |
|
2023
Q4 | $108M | Buy |
247,446
+24,525
| +11% | +$10.7M | 1.33% | 14 |
|
2023
Q3 | $87.5M | Buy |
222,921
+12,008
| +6% | +$4.72M | 1.26% | 16 |
|
2023
Q2 | $85.9M | Buy |
210,913
+6,287
| +3% | +$2.56M | 1.23% | 15 |
|
2023
Q1 | $77M | Buy |
204,626
+9,862
| +5% | +$3.71M | 1.23% | 16 |
|
2022
Q4 | $68.4M | Buy |
194,764
+3,033
| +2% | +$1.07M | 1.19% | 18 |
|
2022
Q3 | $62.9M | Buy |
191,731
+31,934
| +20% | +$10.5M | 1.23% | 17 |
|
2022
Q2 | $55.4M | Sell |
159,797
-10,463
| -6% | -$3.63M | 1.06% | 21 |
|
2022
Q1 | $70.7M | Sell |
170,260
-21,203
| -11% | -$8.8M | 1.16% | 21 |
|
2021
Q4 | $83.6M | Sell |
191,463
-14,582
| -7% | -$6.37M | 1.32% | 17 |
|
2021
Q3 | $81.3M | Buy |
206,045
+32,676
| +19% | +$12.9M | 1.39% | 16 |
|
2021
Q2 | $68.2M | Sell |
173,369
-7,773
| -4% | -$3.06M | 1.18% | 19 |
|
2021
Q1 | $66M | Sell |
181,142
-3,621
| -2% | -$1.32M | 1.4% | 15 |
|
2020
Q4 | $63.5M | Sell |
184,763
-9,167
| -5% | -$3.15M | 1.45% | 13 |
|
2020
Q3 | $59.7M | Buy |
193,930
+24,910
| +15% | +$7.66M | 1.54% | 12 |
|
2020
Q2 | $47.9M | Buy |
169,020
+39,056
| +30% | +$11.1M | 1.38% | 14 |
|
2020
Q1 | $30.8M | Buy |
129,964
+28,273
| +28% | +$6.7M | 1.11% | 22 |
|
2019
Q4 | $30.1M | Buy |
+101,691
| New | +$30.1M | 0.88% | 27 |
|