Grassi Investment 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
$220K Buy
2025
Q1
Sell
2024
Q4
$219K Hold
2024
Q3
$215K Buy
2024
Q2
$203K Buy
2019
Q2
Sell
2019
Q1
$228K Buy