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
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