Orion Capital Management’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 | $666K | Buy |
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|
2025
Q2 | $508K | Hold |
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|
2025
Q1 | $459K | Hold |
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|
2024
Q4 | $482K | Hold |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $193K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $158K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $151K | Hold |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $164K | Hold |
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|
2022
Q1 | $197K | Hold |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $182K | Hold |
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|
2021
Q2 | $181K | Buy |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $57K | Buy |
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