AMCA
Arthur M. Cohen & Associates’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 | $4.92M | Sell |
8,667
-25
| -0.3% | -$14.2K | 0.87% | 23 |
|
|
2025
Q1 | $4.47M | Sell |
8,692
-1,013
| -10% | -$521K | 0.86% | 24 |
|
|
2024
Q4 | $5.23M | Buy |
9,705
+6
| +0.1% | +$3.23K | 0.93% | 22 |
|
|
2024
Q3 | $5.07M | Buy |
9,699
+503
| +5% | +$263K | 0.92% | 21 |
|
|
2024
Q2 | $4.6M | Buy |
9,196
+208
| +2% | +$104K | 0.84% | 23 |
|
|
2024
Q1 | $4.32M | Buy |
8,988
+570
| +7% | +$274K | 0.91% | 21 |
|
|
2023
Q4 | $3.68M | Buy |
8,418
+10
| +0.1% | +$4.37K | 0.87% | 21 |
|
|
2023
Q3 | $3.3M | Buy |
8,408
+5
| +0.1% | +$1.96K | 0.85% | 20 |
|
|
2023
Q2 | $3.42M | Sell |
8,403
-115
| -1% | -$46.8K | 0.85% | 22 |
|
|
2023
Q1 | $3.2M | Sell |
8,518
-1,831
| -18% | -$689K | 0.86% | 23 |
|
|
2022
Q4 | $3.64M | Buy |
10,349
+674
| +7% | +$237K | 0.99% | 21 |
|
|
2022
Q3 | $3.18M | Buy |
9,675
+14
| +0.1% | +$4.6K | 0.87% | 23 |
|
|
2022
Q2 | $3.35M | Sell |
9,661
-28
| -0.3% | -$9.71K | 0.83% | 23 |
|
|
2022
Q1 | $4.02M | Sell |
9,689
-75
| -0.8% | -$31.1K | 0.85% | 23 |
|
|
2021
Q4 | $4.26M | Buy |
9,764
+144
| +1% | +$62.9K | 0.79% | 24 |
|
|
2021
Q3 | $3.79M | Buy |
9,620
+318
| +3% | +$125K | 0.77% | 27 |
|
|
2021
Q2 | $3.66M | Sell |
9,302
-94
| -1% | -$37K | 0.71% | 29 |
|
|
2021
Q1 | $3.42M | Buy |
9,396
+303
| +3% | +$110K | 0.79% | 26 |
|
|
2020
Q4 | $3.13M | Sell |
9,093
-102
| -1% | -$35.1K | 0.73% | 29 |
|
|
2020
Q3 | $2.83M | Buy |
9,195
+920
| +11% | +$283K | 0.73% | 27 |
|
|
2020
Q2 | $2.35M | Buy |
8,275
+1,290
| +18% | +$366K | 0.71% | 29 |
|
|
2020
Q1 | $1.58M | Buy |
6,985
+309
| +5% | +$69.9K | 0.63% | 26 |
|
|
2019
Q4 | $1.98M | Buy |
6,676
+446
| +7% | +$132K | 0.61% | 29 |
|
|
2019
Q3 | $1.7K | Buy |
6,230
+300
| +5% | +$82 | 0.48% | 30 |
|
|
2019
Q2 | $1.6M | Hold |
5,930
| – | – | 0.55% | 28 |
|
|
2019
Q1 | $1.54M | Buy |
5,930
+1,430
| +32% | +$371K | 0.55% | 27 |
|
|
2018
Q4 | $1.03K | Buy |
4,500
+1,430
| +47% | +$329 | 0.33% | 42 |
|
|
2018
Q3 | $820 | Buy |
3,070
+15
| +0.5% | +$4 | 0.25% | 57 |
|
|
2018
Q2 | $762K | Sell |
3,055
-578
| -16% | -$144K | 0.29% | 57 |
|
|
2018
Q1 | $859K | Sell |
3,633
-867
| -19% | -$205K | 0.32% | 50 |
|
|
2017
Q4 | $1.03K | Buy |
+4,500
| New | +$1.03K | 0.28% | 40 |
|
|
2014
Q3 | $831K | Buy |
+3,600
| New | +$831K | 0.39% | 50 |
|