Palisades Hudson 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
Q3 | $762K | Sell |
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|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $286K | Buy |
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