Stonehage Fleming Financial Services’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 | $12M | Buy |
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|
2025
Q1 | $9.58M | Buy |
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|
2024
Q4 | $9.38M | Buy |
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|
2024
Q3 | $8.43M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.48M | Sell |
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|
2023
Q3 | $3.4M | Buy |
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|
2023
Q2 | $3.47M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $899K | Sell |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $11.9M | Hold |
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|
2021
Q3 | $10.7M | Buy |
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|
2021
Q2 | $10.6M | Hold |
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|
2021
Q1 | $9.8M | Sell |
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|
2020
Q4 | $9.43M | Hold |
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|
2020
Q3 | $8.44M | Sell |
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|
2020
Q2 | $8.2M | Hold |
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|
2020
Q1 | $6.87M | Buy |
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|
2019
Q4 | $853K | Hold |
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|
2019
Q3 | $788K | Hold |
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|
2019
Q2 | $778K | Hold |
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|
2019
Q1 | $751 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $311K | Hold |
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|
2017
Q1 | $303K | Hold |
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|
2016
Q4 | $276K | Hold |
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|
2016
Q3 | $276K | Sell |
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|
2016
Q2 | $951K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $4.17M | Buy |
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