ZAM
Zevin Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Hold |
2,424
| – | – | 0.2% | 47 |
|
|
2025
Q1 | $1.25M | Sell |
2,424
-365
| -13% | -$188K | 0.2% | 44 |
|
|
2024
Q4 | $1.5M | Hold |
2,789
| – | – | 0.22% | 43 |
|
|
2024
Q3 | $1.47M | Hold |
2,789
| – | – | 0.23% | 45 |
|
|
2024
Q2 | $1.4M | Hold |
2,789
| – | – | 0.23% | 45 |
|
|
2024
Q1 | $1.34M | Hold |
2,789
| – | – | 0.22% | 48 |
|
|
2023
Q4 | $1.22M | Hold |
2,789
| – | – | 0.22% | 49 |
|
|
2023
Q3 | $1.1M | Buy |
+2,789
| New | +$1.1M | 0.22% | 48 |
|