Summit Trail Advisors’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 | $621M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $474M | Buy |
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|
2024
Q2 | $444M | Buy |
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|
2024
Q1 | $392M | Buy |
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|
2023
Q4 | $322M | Buy |
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|
2023
Q3 | $267M | Buy |
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|
2023
Q2 | $264M | Buy |
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|
2023
Q1 | $239M | Sell |
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|
2022
Q4 | $231M | Buy |
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|
2022
Q3 | $197M | Sell |
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|
2022
Q2 | $209M | Buy |
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|
2022
Q1 | $235M | Buy |
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|
2021
Q4 | $235M | Sell |
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|
2021
Q3 | $217M | Buy |
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|
2021
Q2 | $211M | Sell |
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|
2021
Q1 | $198M | Buy |
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|
2020
Q4 | $182M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $143M | Buy |
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|
2020
Q1 | $115M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $79M | Buy |
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|
2019
Q2 | $76.1M | Sell |
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|
2019
Q1 | $81.1M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $46.6M | Buy |
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|
2017
Q4 | $64.1M | Buy |
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