Stokes Family Office’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
Q2 | $7.41M | Buy |
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|
2025
Q1 | $6.31M | Buy |
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|
2024
Q4 | $6.41M | Buy |
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|
2024
Q3 | $6.09M | Buy |
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|
2024
Q2 | $5.69M | Sell |
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|
2024
Q1 | $5.97M | Buy |
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|
2023
Q4 | $5.42M | Sell |
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|
2023
Q3 | $6.71M | Sell |
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|
2023
Q2 | $7.23M | Sell |
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|
2023
Q1 | $7.12M | Sell |
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|
2022
Q4 | $8.09M | Sell |
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|
2022
Q3 | $8.38M | Buy |
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|
2022
Q2 | $8.57M | Buy |
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|
2022
Q1 | $9.59M | Buy |
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|
2021
Q4 | $8.19M | Sell |
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|
2021
Q3 | $7.48M | Sell |
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|
2021
Q2 | $7.51M | Hold |
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|
2021
Q1 | $6.95M | Buy |
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|
2020
Q4 | $6.54M | Buy |
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|
2020
Q3 | $5.8M | Buy |
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|
2020
Q2 | $5.21M | Sell |
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|
2020
Q1 | $4.42M | Sell |
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|
2019
Q4 | $5.53M | Buy |
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