YHB Investment Advisors’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
Q3 | $7.54M | Sell |
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|
2025
Q2 | $9.16M | Buy |
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|
2025
Q1 | $8.21M | Buy |
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|
2024
Q4 | $6.46M | Sell |
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|
2024
Q3 | $8.12M | Buy |
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|
2024
Q2 | $7.68M | Buy |
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|
2024
Q1 | $7.32M | Buy |
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|
2023
Q4 | $6.17M | Sell |
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|
2023
Q3 | $5.58M | Buy |
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|
2023
Q2 | $5.59M | Sell |
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|
2023
Q1 | $5.16M | Buy |
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|
2022
Q4 | $4.79M | Buy |
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $4.69M | Buy |
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|
2021
Q3 | $4.07M | Buy |
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|
2021
Q2 | $4.04M | Buy |
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|
2021
Q1 | $3.89M | Buy |
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|
2020
Q4 | $3.47M | Buy |
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|
2020
Q3 | $3.04M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $291K | Buy |
|