Union Savings Bank’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 | $195K | Hold |
336
| – | – | 0.09% | 130 |
|
|
2025
Q1 | $173K | Sell |
336
-95
| -22% | -$48.8K | 0.08% | 132 |
|
|
2024
Q4 | $232K | Sell |
431
-56
| -11% | -$30.2K | 0.11% | 115 |
|
|
2024
Q3 | $257K | Sell |
487
-6
| -1% | -$3.17K | 0.13% | 113 |
|
|
2024
Q2 | $247K | Buy |
493
+87
| +21% | +$43.5K | 0.13% | 116 |
|
|
2024
Q1 | $195K | Hold |
406
| – | – | 0.1% | 123 |
|
|
2023
Q4 | $177K | Hold |
406
| – | – | 0.1% | 130 |
|
|
2023
Q3 | $159K | Hold |
406
| – | – | 0.1% | 133 |
|
|
2023
Q2 | $171K | Buy |
+406
| New | +$171K | 0.1% | 133 |
|