P
&Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.8M | Buy |
150,646
+12,720
| +9% | +$7.24M | 0.66% | 24 |
|
|
2025
Q1 | $70.7M | Buy |
137,926
+42,747
| +45% | +$21.9M | 0.75% | 18 |
|
|
2024
Q4 | $51.8M | Buy |
95,179
+35,174
| +59% | +$19.1M | 0.62% | 27 |
|
|
2024
Q3 | $31.7M | Buy |
60,005
+10,314
| +21% | +$5.44M | 0.61% | 22 |
|
|
2024
Q2 | $24.9M | Buy |
49,691
+46,757
| +1,594% | +$23.4M | 1.09% | 12 |
|
|
2024
Q1 | $1.37M | Buy |
2,934
+679
| +30% | +$316K | 0.19% | 106 |
|
|
2023
Q4 | $976K | Buy |
2,255
+1,416
| +169% | +$613K | 0.24% | 99 |
|
|
2023
Q3 | $329K | Sell |
839
-25
| -3% | -$9.82K | 0.15% | 119 |
|
|
2023
Q2 | $352K | Sell |
864
-125
| -13% | -$50.9K | 0.16% | 114 |
|
|
2023
Q1 | $372K | Sell |
989
-447
| -31% | -$168K | 0.18% | 107 |
|
|
2022
Q4 | $505K | Hold |
1,436
| – | – | 0.25% | 83 |
|
|
2022
Q3 | $471K | Hold |
1,436
| – | – | 0.27% | 84 |
|
|
2022
Q2 | $498K | Hold |
1,436
| – | – | 0.29% | 83 |
|
|
2022
Q1 | $596K | Buy |
1,436
+70
| +5% | +$29.1K | 0.33% | 69 |
|
|
2021
Q4 | $596K | Buy |
1,366
+16
| +1% | +$6.98K | 0.36% | 70 |
|
|
2021
Q3 | $532K | Buy |
1,350
+498
| +58% | +$196K | 0.34% | 72 |
|
|
2021
Q2 | $335K | Buy |
+852
| New | +$335K | 0.22% | 107 |
|