Trivant Custom Portfolio Group’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 | $765K | Buy |
|
|||||
|
2025
Q2 | $708K | Sell |
|
|||||
|
2025
Q1 | $744K | Hold |
|
|||||
|
2024
Q4 | $780K | Hold |
|
|||||
|
2024
Q3 | $764K | Hold |
|
|||||
|
2024
Q2 | $724K | Buy |
|
|||||
|
2024
Q1 | $691K | Sell |
|
|||||
|
2023
Q4 | $738K | Buy |
|
|||||
|
2023
Q3 | $105K | Buy |
|
|||||
|
2023
Q2 | $108K | Buy |
|
|||||
|
2023
Q1 | $36.1K | Buy |
|