Harbour Trust & Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,314
Closed -$632K 163
2024
Q1
$632K Sell
1,314
-473
-26% -$227K 0.08% 111
2023
Q4
$781K Buy
+1,787
New +$781K 0.11% 94