Burns Matteson Capital Management’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 | $526K | Sell |
927
-33
| -3% | -$18.7K | 0.25% | 68 |
|
|
2025
Q1 | $493K | Buy |
960
+64
| +7% | +$32.9K | 0.27% | 69 |
|
|
2024
Q4 | $483K | Buy |
896
+30
| +3% | +$16.2K | 0.27% | 71 |
|
|
2024
Q3 | $457K | Sell |
866
-258
| -23% | -$136K | 0.26% | 68 |
|
|
2024
Q2 | $562K | Buy |
1,124
+36
| +3% | +$18K | 0.35% | 58 |
|
|
2024
Q1 | $523K | Buy |
+1,088
| New | +$523K | 0.34% | 61 |
|