Glass Jacobson Investment 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
$3.93M Sell
2025
Q1
$6.03M Hold
2024
Q4
$6.03M Sell
2024
Q3
$5.99M Buy
2024
Q2
$5.61M Buy
2024
Q1
$5.06M Buy
2023
Q4
$4.29M Buy
2023
Q3
$3.06M Buy
2023
Q2
$2.79M Buy
2022
Q4
$1.68M Buy