Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $520M | Buy |
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|
2023
Q2 | $56.9M | Sell |
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|
2023
Q1 | $56.8M | Sell |
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|
2022
Q4 | $107M | Sell |
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|
2022
Q3 | $124M | Buy |
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|
2022
Q2 | $40.6M | Buy |
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|
2022
Q1 | $26.1M | Buy |
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|
2021
Q4 | $21.6M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $12.3M | Sell |
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|
2021
Q1 | $12.4M | Buy |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $6.72M | Sell |
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|
2020
Q2 | $7.05M | Sell |
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|
2020
Q1 | $7.31M | Buy |
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|
2019
Q4 | $79.2M | Sell |
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|
2019
Q3 | $10.6M | Buy |
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|
2019
Q2 | $8.72M | Buy |
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|
2019
Q1 | $4.46M | Buy |
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|
2018
Q4 | $3.26M | Buy |
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|
2018
Q3 | $2.8M | Buy |
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|
2018
Q2 | $2.61M | Buy |
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|
2018
Q1 | $2.1M | Buy |
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|
2017
Q4 | $1.48M | Buy |
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|
2017
Q3 | $857K | Buy |
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|
2017
Q2 | $703K | Buy |
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|
2017
Q1 | $106K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $219K | Buy |
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