Orleans 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
2026
Q1
$241K Hold
403
0.16% 96
2025
Q4
$253K Hold
403
0.16% 103
2025
Q3
$247K Sell
403
-300
-43% -$177K 0.16% 91
2025
Q2
$399K Sell
703
-125
-15% -$65.7K 0.21% 78
2025
Q1
$426K Hold
828
0.25% 67
2024
Q4
$461K Buy
828
+403
+95% +$218K 0.26% 69
2024
Q3
$224K Hold
425
0.13% 88
2024
Q2
$213K Hold
425
0.14% 73
2024
Q1
$204K Sell
425
-175
-29% -$80.1K 0.13% 72
2023
Q4
$262K Sell
600
-216
-26% -$88.4K 0.18% 72
2023
Q3
$320K Hold
816
0.24% 61
2023
Q2
$332K Buy
+816
New +$315K 0.24% 67

Other funds holding VOO