Gallagher Fiduciary 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
2025
Q2
$1.41M Sell
2025
Q1
$1.36M Buy
2024
Q4
$1.33M Buy
2024
Q3
Sell
2024
Q2
$529K Sell
2024
Q1
$515K Buy
2023
Q4
$467K Sell
2023
Q3
$431K Buy
2023
Q2
$372K Buy
2023
Q1
$229K Buy