Family Management’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
Q2 | $1.47M | Buy |
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2025
Q1 | $1.05M | Hold |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $971K | Hold |
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|
2024
Q1 | $933K | Buy |
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|
2023
Q4 | $809K | Buy |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $705K | Buy |
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|
2023
Q1 | $23.7K | Sell |
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|
2022
Q4 | $53.1K | Buy |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $29K | Hold |
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|
2019
Q3 | $26K | Buy |
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|
2019
Q2 | $10K | Buy |
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