Vanguard Personalized Indexing Management’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 | $9.05M | Buy |
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|
2025
Q1 | $6.9M | Buy |
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|
2024
Q4 | $4.89M | Buy |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.75M | Sell |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.39M | Hold |
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|
2021
Q3 | $2.16M | Hold |
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|
2021
Q2 | $2.15M | Hold |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.73M | Buy |
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