S&CO Inc’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
$259K Hold
2025
Q2
$240K Hold
2025
Q1
$217K Buy
2024
Q4
$220K Hold
2024
Q3
$216K Sell
2024
Q2
$265K Hold
2024
Q1
$254K Sell
2023
Q4
$266K Hold
2023
Q3
$239K Buy