Okabena Investment Services’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 | $33.4M | Sell |
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|
2025
Q1 | $45.3M | Buy |
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|
2024
Q4 | $26.3M | Buy |
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|
2024
Q3 | $19.7M | Buy |
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|
2024
Q2 | $10.2M | Sell |
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $6.2M | Buy |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $5.12M | Sell |
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|
2021
Q3 | $4.84M | Buy |
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|
2021
Q2 | $4.52M | Hold |
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|
2021
Q1 | $4.18M | Sell |
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|
2020
Q4 | $5.56M | Sell |
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|
2020
Q3 | $8.15M | Hold |
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|
2020
Q2 | $7.51M | Buy |
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