M.D. Sass LLC’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 | – | Sell |
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|
2025
Q1 | $21M | Sell |
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|
2024
Q4 | $70.6M | Sell |
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|
2024
Q3 | $77.7M | Hold |
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|
2024
Q2 | $73.7M | Sell |
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|
2024
Q1 | $90.4M | Buy |
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|
2023
Q4 | $71.9M | Buy |
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|
2023
Q3 | $54.2M | Buy |
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|
2023
Q2 | $46.3M | Hold |
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|
2023
Q1 | $42.7M | Buy |
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|
2022
Q4 | $39.7M | Buy |
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|
2022
Q3 | $23.4M | Buy |
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