Union Savings Bank’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
$195K Hold
2025
Q1
$173K Sell
2024
Q4
$232K Sell
2024
Q3
$257K Sell
2024
Q2
$247K Buy
2024
Q1
$195K Hold
2023
Q4
$177K Hold
2023
Q3
$159K Hold
2023
Q2
$171K Buy