American Family Insurance Mutual Holding’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-147,764
| Closed | -$58M | – | 12 |
|
|
2023
Q3 | $58M | Hold |
147,764
| – | – | 4.51% | 6 |
|
|
2023
Q2 | $60.2M | Hold |
147,764
| – | – | 4.54% | 6 |
|
|
2023
Q1 | $55.6M | Hold |
147,764
| – | – | 3.98% | 5 |
|
|
2022
Q4 | $51.9M | Buy |
147,764
+69,520
| +89% | +$24.4M | 4.6% | 5 |
|
|
2022
Q3 | $25.7M | Buy |
78,244
+32,309
| +70% | +$10.6M | 1.4% | 8 |
|
|
2022
Q2 | $15.9M | Buy |
45,935
+13,795
| +43% | +$4.79M | 0.78% | 11 |
|
|
2022
Q1 | $13.3M | Buy |
32,140
+22,380
| +229% | +$9.29M | 0.54% | 11 |
|
|
2021
Q4 | $4.26M | Buy |
9,760
+3,480
| +55% | +$1.52M | 0.15% | 10 |
|
|
2021
Q3 | $2.48M | Hold |
6,280
| – | – | 0.09% | 11 |
|
|
2021
Q2 | $2.47M | Hold |
6,280
| – | – | 0.12% | 10 |
|
|
2021
Q1 | $2.29M | Buy |
+6,280
| New | +$2.29M | 0.14% | 7 |
|
|
2020
Q4 | – | Sell |
-237,261
| Closed | -$73M | – | 11 |
|
|
2020
Q3 | $73M | Buy |
+237,261
| New | +$73M | 4.62% | 4 |
|