Washington Trust Advisors’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 | $13.5M | Buy |
23,797
+421
| +2% | +$239K | 1.1% | 27 |
|
2025
Q1 | $12M | Sell |
23,376
-86
| -0.4% | -$44.2K | 1.07% | 26 |
|
2024
Q4 | $12.6M | Sell |
23,462
-303
| -1% | -$163K | 1.06% | 25 |
|
2024
Q3 | $12.5M | Buy |
23,765
+2,398
| +11% | +$1.27M | 1.08% | 27 |
|
2024
Q2 | $10.7M | Buy |
21,367
+110
| +0.5% | +$55K | 0.98% | 28 |
|
2024
Q1 | $10.2M | Sell |
21,257
-75
| -0.4% | -$36.1K | 0.94% | 31 |
|
2023
Q4 | $9.32M | Buy |
21,332
+911
| +4% | +$398K | 0.89% | 33 |
|
2023
Q3 | $8.02M | Sell |
20,421
-170
| -0.8% | -$66.8K | 0.82% | 36 |
|
2023
Q2 | $8.39M | Sell |
20,591
-1,850
| -8% | -$753K | 0.81% | 37 |
|
2023
Q1 | $8.44M | Buy |
22,441
+724
| +3% | +$272K | 0.86% | 32 |
|
2022
Q4 | $7.63M | Sell |
21,717
-20,258
| -48% | -$7.12M | 0.83% | 33 |
|
2022
Q3 | $13.8M | Buy |
41,975
+713
| +2% | +$234K | 1.29% | 27 |
|
2022
Q2 | $14.3M | Buy |
41,262
+109
| +0.3% | +$37.8K | 1.26% | 30 |
|
2022
Q1 | $17.1M | Buy |
41,153
+755
| +2% | +$313K | 1.21% | 29 |
|
2021
Q4 | $17.6M | Buy |
+40,398
| New | +$17.6M | 1.19% | 32 |
|