Transcend Capital 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
Q3
$9.08M Buy
2025
Q2
$7.93M Buy
2025
Q1
$6.86M Buy
2024
Q4
$6.64M Buy
2024
Q3
$5.79M Buy
2024
Q2
$5.31M Sell
2024
Q1
$5.49M Buy
2023
Q4
$3.58M Buy
2023
Q3
$3.04M Buy
2023
Q2
$3.15M Buy
2023
Q1
$2.84M Buy
2022
Q4
$2.5M Sell
2022
Q3
$2.35M Buy
2022
Q2
$2.33M Buy
2022
Q1
$1.33M Buy
2021
Q4
$850K Buy
2021
Q3
$209K Sell
2021
Q2
$369K Hold
2021
Q1
$342K Sell
2020
Q4
$340K Buy
2020
Q3
$236K Buy