Porter White Investment 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 | $857K | Sell |
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|
2025
Q2 | $795K | Sell |
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|
2025
Q1 | $720K | Sell |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $737K | Hold |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $664K | Buy |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $623K | Hold |
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|
2023
Q1 | $575K | Buy |
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|
2022
Q4 | $537K | Buy |
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