Trevian Wealth 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 | $86.6M | Buy |
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|
2025
Q2 | $80.2M | Sell |
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|
2025
Q1 | $84.8M | Buy |
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|
2024
Q4 | $78.1M | Buy |
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|
2024
Q3 | $68M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $74.5M | Buy |
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|
2023
Q4 | $63.2M | Buy |
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|
2023
Q3 | $52.5M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $50.7M | Buy |
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|
2022
Q4 | $28.6M | Sell |
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|
2022
Q3 | $41.4M | Buy |
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|
2022
Q2 | $42.9M | Buy |
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|
2022
Q1 | $46.5M | Buy |
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|
2021
Q4 | $44.2M | Buy |
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