Lummis Asset 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
$75.5K Hold
2025
Q1
$68.3K Buy
2024
Q4
$7.54K Sell
2024
Q3
$70.2K Buy
2024
Q2
$7K Hold
2024
Q1
$6.73K Sell
2023
Q4
$64.2K Buy