Tevis Investment Management’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
Q3
$634K Sell
2025
Q2
$601K Sell
2025
Q1
$598K Hold
2024
Q4
$598K Buy
2022
Q4
Sell
2022
Q3
$15K Hold
2022
Q2
$16K Buy
2022
Q1
$18K Buy
2021
Q4
$14K Buy