NorthCrest Asset Manangement’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 | $1.73M | Buy |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $923K | Buy |
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|
2024
Q2 | $688K | Buy |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $544K | Buy |
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|
2022
Q4 | $427K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $421K | Hold |
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|
2022
Q1 | $504K | Hold |
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|
2021
Q4 | $530K | Buy |
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