Seven Post Investment Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Seven Post Investment Office’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Hold
2025 Q2	$216K	Sell
2025 Q1	$206K	Sell
2024 Q4	$240K	Buy
2024 Q3	$231K	Buy
2024 Q2	$216K	Sell
2024 Q1	$235K	Buy