Sanibel Captiva Trust Company’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 | $8.07M | Sell |
14,215
-185
| -1% | -$105K | 0.25% | 93 |
|
|
2025
Q1 | $7.4M | Sell |
14,400
-32
| -0.2% | -$16.4K | 0.24% | 95 |
|
|
2024
Q4 | $7.78M | Sell |
14,432
-359
| -2% | -$193K | 0.25% | 93 |
|
|
2024
Q3 | $7.8M | Buy |
14,791
+110
| +0.7% | +$58K | 0.25% | 91 |
|
|
2024
Q2 | $7.34M | Buy |
14,681
+844
| +6% | +$422K | 0.25% | 88 |
|
|
2024
Q1 | $6.65M | Buy |
13,837
+90
| +0.7% | +$43.3K | 0.23% | 95 |
|
|
2023
Q4 | $6M | Buy |
+13,747
| New | +$6M | 0.22% | 95 |
|