Trust Company of the South’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32M Buy
56,415
+7,050
+14% +$4M 5.69% 4
2025
Q1
$25.4M Sell
49,365
-2,585
-5% -$1.33M 5.3% 4
2024
Q4
$28M Buy
51,950
+257
+0.5% +$138K 5.7% 4
2024
Q3
$27.3M Buy
51,693
+6,390
+14% +$3.37M 5.78% 4
2024
Q2
$22.7M Buy
45,303
+108
+0.2% +$54K 5.37% 4
2024
Q1
$21.7M Buy
45,195
+14,985
+50% +$7.2M 5.02% 4
2023
Q4
$13.2M Buy
+30,210
New +$13.2M 3.49% 6