Ramsay Stattman Vela & Price’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 | $227K | Hold |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $226K | Buy |
|
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $596K | Sell |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $590K | Buy |
|