Hutchens & Kramer Investment Management Group’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 | $6.24M | Buy |
10,986
+950
| +9% | +$539K | 2.86% | 8 |
|
|
2025
Q1 | $5.16M | Buy |
10,036
+207
| +2% | +$106K | 2.84% | 8 |
|
|
2024
Q4 | $5.3M | Buy |
9,829
+232
| +2% | +$125K | 2.87% | 6 |
|
|
2024
Q3 | $5.02M | Sell |
9,597
-1,337
| -12% | -$699K | 2.78% | 6 |
|
|
2024
Q2 | $5.48M | Sell |
10,934
-168
| -2% | -$84.2K | 3.03% | 6 |
|
|
2024
Q1 | $5.33M | Buy |
11,102
+2,374
| +27% | +$1.14M | 3.15% | 6 |
|
|
2023
Q4 | $3.81M | Sell |
8,728
-635
| -7% | -$277K | 2.69% | 7 |
|
|
2023
Q3 | $3.68M | Buy |
9,363
+291
| +3% | +$114K | 2.92% | 7 |
|
|
2023
Q2 | $3.69M | Buy |
9,072
+2,044
| +29% | +$832K | 2.95% | 7 |
|
|
2023
Q1 | $2.64M | Sell |
7,028
-9,500
| -57% | -$3.57M | 2.28% | 9 |
|
|
2022
Q4 | $5.81M | Buy |
16,528
+138
| +0.8% | +$48.5K | 4.26% | 4 |
|
|
2022
Q3 | $5.52M | Sell |
16,390
-15,851
| -49% | -$5.34M | 4.51% | 4 |
|
|
2022
Q2 | $11.3M | Sell |
32,241
-963
| -3% | -$337K | 8.33% | 2 |
|
|
2022
Q1 | $13.8M | Buy |
33,204
+254
| +0.8% | +$106K | 7.67% | 1 |
|
|
2021
Q4 | $13.7M | Buy |
+32,950
| New | +$13.7M | 8.63% | 1 |
|