Cozad Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $7.75M | Buy |
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|
2024
Q2 | $6.09M | Buy |
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|
2024
Q1 | $5.35M | Buy |
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|
2023
Q4 | $3.81M | Buy |
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|
2023
Q3 | $3.11M | Buy |
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|
2023
Q2 | $2.98M | Buy |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.9M | Buy |
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|
2022
Q1 | $3.45M | Buy |
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|
2021
Q4 | $3.61M | Sell |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $3.54M | Buy |
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|
2021
Q1 | $3.21M | Sell |
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|
2020
Q4 | $3.08M | Buy |
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|
2020
Q3 | $2.74M | Hold |
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|
2020
Q2 | $2.52M | Buy |
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