O'Shaughnessy Asset 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
Q2 | $51.3M | Buy |
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|
2025
Q1 | $44M | Buy |
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|
2024
Q4 | $39M | Buy |
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|
2024
Q3 | $25.5M | Buy |
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|
2024
Q2 | $19.9M | Buy |
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|
2024
Q1 | $5.61M | Buy |
|
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $2.85M | Sell |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $2.59M | Buy |
|
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $972K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $987K | Buy |
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|
2020
Q4 | $607K | Hold |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $564K | Buy |
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