Exchange Bank’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
$590K Hold
2025
Q2
$548K Hold
2025
Q1
$495K Sell
2024
Q4
$532K Buy
2024
Q3
$400K Hold
2024
Q2
$379K Hold
2024
Q1
$364K Sell
2023
Q4
$357K Buy