STA
Smith Thornton Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Hold |
2,457
| – | – | 0.8% | 39 |
|
2025
Q1 | $1.26M | Sell |
2,457
-60
| -2% | -$30.8K | 0.79% | 41 |
|
2024
Q4 | $1.36M | Sell |
2,517
-1
| -0% | -$539 | 0.86% | 42 |
|
2024
Q3 | $1.33M | Hold |
2,518
| – | – | 0.87% | 41 |
|
2024
Q2 | $1.26M | Buy |
+2,518
| New | +$1.26M | 0.93% | 34 |
|