GIM
Grassi Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+387
| New | +$220K | 0.02% | 123 |
|
|
2025
Q1 | – | Sell |
-407
| Closed | -$219K | – | 130 |
|
|
2024
Q4 | $219K | Hold |
407
| – | – | 0.02% | 121 |
|
|
2024
Q3 | $215K | Buy |
407
+1
| +0.2% | +$528 | 0.02% | 120 |
|
|
2024
Q2 | $203K | Buy |
+406
| New | +$203K | 0.02% | 125 |
|
|
2019
Q2 | – | Sell |
-880
| Closed | -$228K | – | 134 |
|
|
2019
Q1 | $228K | Buy |
+880
| New | +$228K | 0.03% | 123 |
|