HMS Capital 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
Q3 | $1.75M | Hold |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.7M | Hold |
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|
2024
Q3 | $1.66M | Hold |
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|
2024
Q2 | $1.58M | Hold |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.22M | Hold |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $987K | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $900K | Hold |
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|
2021
Q3 | $813K | Hold |
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|
2021
Q2 | $811K | Buy |
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