S&CO Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Hold
423
0.02% 208
2025
Q1
$217K Buy
423
+13
+3% +$6.67K 0.01% 209
2024
Q4
$220K Hold
410
0.01% 201
2024
Q3
$216K Sell
410
-120
-23% -$63.2K 0.01% 207
2024
Q2
$265K Hold
530
0.02% 197
2024
Q1
$254K Sell
530
-80
-13% -$38.3K 0.02% 191
2023
Q4
$266K Hold
610
0.02% 170
2023
Q3
$239K Buy
+610
New +$239K 0.02% 163