Perennial Advisors’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 | $1.14M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $966K | Buy |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $451K | Buy |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $17K | Hold |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $18K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $8K | Buy |
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