GIM
Goelzer Investment 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 | $1.13M | Buy |
1,981
+256
| +15% | +$145K | 0.06% | 144 |
|
|
2025
Q1 | $887K | Buy |
1,725
+362
| +27% | +$186K | 0.05% | 151 |
|
|
2024
Q4 | $734K | Buy |
1,363
+381
| +39% | +$205K | 0.04% | 155 |
|
|
2024
Q3 | $518K | Sell |
982
-1
| -0.1% | -$528 | 0.03% | 175 |
|
|
2024
Q2 | $492K | Hold |
983
| – | – | 0.03% | 176 |
|
|
2024
Q1 | $472K | Buy |
983
+5
| +0.5% | +$2.4K | 0.03% | 187 |
|
|
2023
Q4 | $427K | Sell |
978
-13
| -1% | -$5.68K | 0.03% | 190 |
|
|
2023
Q3 | $389K | Buy |
+991
| New | +$389K | 0.03% | 187 |
|