EAM
Empirical Asset Management’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 | $399K | Sell |
702
-1
| -0.1% | -$568 | 0.12% | 230 |
|
|
2025
Q1 | $361K | Buy |
703
+2
| +0.3% | +$1.03K | 0.12% | 230 |
|
|
2024
Q4 | $378K | Buy |
701
+4
| +0.6% | +$2.15K | 0.13% | 198 |
|
|
2024
Q3 | $368K | Buy |
697
+2
| +0.3% | +$1.06K | 0.13% | 200 |
|
|
2024
Q2 | $347K | Sell |
695
-2
| -0.3% | -$1K | 0.13% | 219 |
|
|
2024
Q1 | $335K | Buy |
697
+1
| +0.1% | +$481 | 0.16% | 186 |
|
|
2023
Q4 | $304K | Sell |
696
-40
| -5% | -$17.5K | 0.25% | 135 |
|
|
2023
Q3 | $289K | Buy |
736
+3
| +0.4% | +$1.18K | 0.25% | 124 |
|
|
2023
Q2 | $299K | Hold |
733
| – | – | 0.26% | 116 |
|
|
2023
Q1 | $276K | Sell |
733
-46
| -6% | -$17.3K | 0.26% | 114 |
|
|
2022
Q4 | $251K | Buy |
779
+71
| +10% | +$22.9K | 0.26% | 131 |
|
|
2022
Q3 | $232K | Buy |
708
+2
| +0.3% | +$655 | 0.25% | 126 |
|
|
2022
Q2 | $245K | Hold |
706
| – | – | 0.26% | 133 |
|
|
2022
Q1 | $293K | Buy |
706
+3
| +0.4% | +$1.25K | 0.28% | 114 |
|
|
2021
Q4 | $307K | Buy |
+703
| New | +$307K | 0.3% | 108 |
|