Montecito Bank & Trust’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
Q3 | $2.98M | Buy |
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|
2025
Q1 | $2.32M | Buy |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $924K | Buy |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $773K | Hold |
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|
2022
Q1 | $925K | Sell |
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|
2021
Q4 | $974K | Buy |
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|
2021
Q3 | $816K | Sell |
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|
2021
Q2 | $815K | Sell |
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|
2021
Q1 | $952K | Buy |
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|
2020
Q4 | $894K | Buy |
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|
2020
Q3 | $787K | Sell |
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|
2020
Q2 | $726K | Buy |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $540K | Sell |
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|
2019
Q3 | $530K | Sell |
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|
2019
Q2 | $725K | Buy |
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|
2019
Q1 | $309K | Buy |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $243K | Sell |
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|
2018
Q2 | $228K | Sell |
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|
2018
Q1 | $532K | Sell |
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|
2017
Q4 | $995K | Buy |
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|
2017
Q3 | $715K | Sell |
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|
2017
Q2 | $852K | Buy |
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|
2017
Q1 | $647K | Buy |
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|
2016
Q4 | $109K | Buy |
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