Patten Group’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 | $427K | Hold |
|
|||||
|
2025
Q1 | $386K | Sell |
|
|||||
|
2024
Q4 | $462K | Sell |
|
|||||
|
2024
Q3 | $491K | Buy |
|
|||||
|
2024
Q2 | $440K | Hold |
|
|||||
|
2024
Q1 | $423K | Hold |
|
|||||
|
2023
Q4 | $384K | Sell |
|
|||||
|
2023
Q3 | $350K | Hold |
|
|||||
|
2023
Q2 | $363K | Hold |
|
|||||
|
2023
Q1 | $335K | Hold |
|
|||||
|
2022
Q4 | $313K | Hold |
|
|||||
|
2022
Q3 | $297K | Hold |
|
|||||
|
2022
Q2 | $319K | Hold |
|
|||||
|
2022
Q1 | $370K | Hold |
|
|||||
|
2021
Q4 | $389K | Hold |
|
|||||
|
2021
Q3 | $351K | Hold |
|
|||||
|
2021
Q2 | $351K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $26K | Buy |
|
|||||
|
2018
Q3 | $27K | Hold |
|
|||||
|
2018
Q2 | $25K | Hold |
|
|||||
|
2018
Q1 | $24K | Hold |
|
|||||
|
2017
Q4 | $25K | Hold |
|
|||||
|
2017
Q3 | $23K | Hold |
|
|||||
|
2017
Q2 | $23K | Hold |
|
|||||
|
2017
Q1 | $22K | Hold |
|
|||||
|
2016
Q4 | $21K | Hold |
|
|||||
|
2016
Q3 | $19.6K | Hold |
|
|||||
|
2016
Q2 | $19.2K | Hold |
|
|||||
|
2016
Q1 | $18.9K | Buy |
|
|||||
|
2015
Q4 | $9.35K | Buy |
|