Independent Family Office’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
$10.8M Buy
2025
Q1
$7.42M Sell
2024
Q4
$7.83M Sell
2024
Q3
$7.79M Buy
2024
Q2
$6.72M Buy
2024
Q1
$4.99M Buy
2023
Q4
$4.34M Buy
2023
Q3
$3.55M Buy
2023
Q2
$3.6M Hold
2023
Q1
$3.33M Buy
2022
Q4
$2.44M Buy
2022
Q3
$1.74M Buy
2022
Q2
$1.63K Buy
2022
Q1
$547K Buy