SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Sell |
30,338
-34
| -0.1% | -$21.3K | 1.19% | 18 |
|
|
2025
Q4 | $19M | Sell |
30,372
-2,819
| -8% | -$1.75M | 1.12% | 20 |
|
|
2025
Q3 | $20.3M | Sell |
33,191
-3,056
| -8% | -$1.8M | 1.09% | 19 |
|
|
2025
Q2 | $20.6M | Buy |
+36,247
| New | +$19M | 1.1% | 18 |
|
|
2025
Q1 | – | Sell |
-63,585
| Closed | -$34.3M | – | 1797 |
|
|
2024
Q4 | $34.3M | Buy |
+63,585
| New | +$34.4M | 0.64% | 19 |
|
|
2024
Q3 | – | Sell |
-68,734
| Closed | -$34.4M | – | 601 |
|
|
2024
Q2 | $34.4M | Sell |
68,734
-69,439
| -50% | -$33.4M | 0.85% | 19 |
|
|
2024
Q1 | $66.4M | Sell |
138,173
-25,952
| -16% | -$11.9M | 1.48% | 7 |
|
|
2023
Q4 | $71.7M | Buy |
164,125
+68,527
| +72% | +$28.1M | 1.74% | 9 |
|
|
2023
Q3 | $37.5M | Sell |
95,598
-18,924
| -17% | -$7.74M | 0.82% | 19 |
|
|
2023
Q2 | $46.6M | Sell |
114,522
-72,479
| -39% | -$28M | 0.84% | 20 |
|
|
2023
Q1 | $70.3M | Sell |
187,001
-38,728
| -17% | -$14.2M | 0.98% | 16 |
|
|
2022
Q4 | $79.3M | Buy |
225,729
+46,729
| +26% | +$16.5M | 1.07% | 15 |
|
|
2022
Q3 | $58.8M | Buy |
179,000
+115,059
| +180% | +$42M | 0.86% | 19 |
|
|
2022
Q2 | $22.2M | Buy |
63,941
+6,984
| +12% | +$2.63M | 0.34% | 61 |
|
|
2022
Q1 | $23.6M | Sell |
56,957
-368
| -0.6% | -$151K | 0.32% | 61 |
|
|
2021
Q4 | $25M | Sell |
57,325
-5,931
| -9% | -$2.5M | 0.41% | 58 |
|
|
2021
Q3 | $24.9M | Sell |
63,256
-3,284
| -5% | -$1.33M | 0.32% | 59 |
|
|
2021
Q2 | $26.2M | Sell |
66,540
-67
| -0.1% | -$25.7K | 0.33% | 57 |
|
|
2021
Q1 | $24.3M | Buy |
66,607
+306
| +0.5% | +$109K | 0.34% | 54 |
|
|
2020
Q4 | $22.8M | Sell |
66,301
-206
| -0.3% | -$67.2K | 0.33% | 53 |
|
|
2020
Q3 | $20.5M | Buy |
66,507
+2,276
| +4% | +$693K | 0.34% | 53 |
|
|
2020
Q2 | $18.2M | Buy |
64,231
+28,555
| +80% | +$7.69M | 0.34% | 53 |
|
|
2020
Q1 | $8.45M | Sell |
35,676
-42,122
| -54% | -$11.8M | 0.21% | 79 |
|
|
2019
Q4 | $23M | Buy |
77,798
+6,989
| +10% | +$1.98M | 0.42% | 42 |
|
|
2019
Q3 | $19.3M | Buy |
70,809
+64,103
| +956% | +$17.4M | 0.38% | 53 |
|
|
2019
Q2 | $1.8M | Buy |
+6,706
| New | +$1.77M | 0.06% | 215 |
|
Other funds holding VOO
VGA
AA