Exchange Bank’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Hold |
964
| – | – | 0.43% | 69 |
|
|
2025
Q1 | $495K | Sell |
964
-24
| -2% | -$12.3K | 0.4% | 73 |
|
|
2024
Q4 | $532K | Buy |
988
+230
| +30% | +$124K | 0.43% | 65 |
|
|
2024
Q3 | $400K | Hold |
758
| – | – | 0.33% | 78 |
|
|
2024
Q2 | $379K | Hold |
758
| – | – | 0.32% | 76 |
|
|
2024
Q1 | $364K | Sell |
758
-59
| -7% | -$28.4K | 0.3% | 77 |
|
|
2023
Q4 | $357K | Buy |
+817
| New | +$357K | 0.31% | 78 |
|