Calamos Wealth 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 | $4.77M | Buy |
8,397
+1,151
| +16% | +$654K | 0.2% | 82 |
|
|
2025
Q1 | $3.72M | Buy |
7,246
+407
| +6% | +$209K | 0.19% | 84 |
|
|
2024
Q4 | $3.68M | Buy |
6,839
+157
| +2% | +$84.6K | 0.18% | 78 |
|
|
2024
Q3 | $3.53M | Buy |
6,682
+90
| +1% | +$47.5K | 0.18% | 85 |
|
|
2024
Q2 | $3.3M | Hold |
6,592
| – | – | 0.18% | 85 |
|
|
2024
Q1 | $3.17M | Buy |
6,592
+171
| +3% | +$82.2K | 0.18% | 87 |
|
|
2023
Q4 | $2.8M | Buy |
6,421
+79
| +1% | +$34.5K | 0.18% | 82 |
|
|
2023
Q3 | $2.49M | Buy |
+6,342
| New | +$2.49M | 0.19% | 85 |
|
|
2020
Q4 | – | Sell |
-3,650
| Closed | -$1.12M | – | 288 |
|
|
2020
Q3 | $1.12M | Hold |
3,650
| – | – | 0.13% | 112 |
|
|
2020
Q2 | $1.04M | Buy |
+3,650
| New | +$1.04M | 0.13% | 108 |
|