Schear Investment Advisers’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 | $6.21M | Buy |
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|
2025
Q2 | $5.72M | Sell |
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|
2025
Q1 | $9.8M | Sell |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $5.96M | Buy |
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|
2024
Q2 | $5.64M | Sell |
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|
2024
Q1 | $7.68M | Sell |
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|
2023
Q4 | $9.06M | Sell |
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|
2023
Q3 | $8.28M | Buy |
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|
2023
Q2 | $5.48M | Buy |
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|
2023
Q1 | $4.68M | Buy |
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|
2022
Q4 | $4.18M | Buy |
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