Cutler Investment Counsel’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 | $250K | Sell |
438
-100
| -19% | -$57K | 0.03% | 131 |
|
2025
Q1 | $277K | Buy |
538
+127
| +31% | +$65.3K | 0.03% | 120 |
|
2024
Q4 | $221K | Hold |
411
| – | – | 0.03% | 126 |
|
2024
Q3 | $218K | Hold |
411
| – | – | 0.03% | 123 |
|
2024
Q2 | $206K | Sell |
411
-1,169
| -74% | -$587K | 0.03% | 125 |
|
2024
Q1 | $760K | Buy |
+1,580
| New | +$760K | 0.1% | 80 |
|