Oakworth Capital’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 | $26.4M | Buy |
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|
2025
Q1 | $88.9K | Sell |
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|
2024
Q4 | $99.7K | Hold |
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|
2024
Q3 | $97.6K | Sell |
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|
2024
Q2 | $106K | Hold |
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|
2024
Q1 | $102K | Buy |
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|
2023
Q4 | $85.2K | Sell |
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|
2023
Q3 | $82.9K | Sell |
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|
2023
Q2 | $146K | Buy |
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|
2023
Q1 | $54.2K | Hold |
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|
2022
Q4 | $50.6K | Hold |
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|
2022
Q3 | $47K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $57K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4K | Buy |
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