KCM Investment Advisors’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 | $1.28M | Buy |
2,246
+298
| +15% | +$169K | 0.04% | 195 |
|
|
2025
Q1 | $1M | Buy |
1,948
+28
| +1% | +$14.4K | 0.04% | 205 |
|
|
2024
Q4 | $1.03M | Buy |
1,920
+69
| +4% | +$37.2K | 0.04% | 200 |
|
|
2024
Q3 | $977K | Buy |
1,851
+30
| +2% | +$15.8K | 0.03% | 212 |
|
|
2024
Q2 | $911K | Buy |
1,821
+52
| +3% | +$26K | 0.03% | 216 |
|
|
2024
Q1 | $850K | Sell |
1,769
-75
| -4% | -$36K | 0.03% | 222 |
|
|
2023
Q4 | $805K | Buy |
1,844
+15
| +0.8% | +$6.55K | 0.03% | 221 |
|
|
2023
Q3 | $718K | Sell |
1,829
-476
| -21% | -$187K | 0.03% | 221 |
|
|
2023
Q2 | $939K | Buy |
2,305
+216
| +10% | +$88K | 0.04% | 213 |
|
|
2023
Q1 | $785K | Buy |
2,089
+398
| +24% | +$150K | 0.03% | 229 |
|
|
2022
Q4 | $594K | Buy |
+1,691
| New | +$594K | 0.03% | 249 |
|
|
2022
Q3 | – | Sell |
-1,633
| Closed | -$566K | – | 400 |
|
|
2022
Q2 | $566K | Sell |
1,633
-290
| -15% | -$101K | 0.02% | 253 |
|
|
2022
Q1 | $798K | Buy |
1,923
+343
| +22% | +$142K | 0.03% | 232 |
|
|
2021
Q4 | $690K | Sell |
1,580
-871
| -36% | -$380K | 0.02% | 255 |
|
|
2021
Q3 | $967K | Sell |
2,451
-10
| -0.4% | -$3.95K | 0.04% | 211 |
|
|
2021
Q2 | $968K | Buy |
2,461
+652
| +36% | +$256K | 0.04% | 210 |
|
|
2021
Q1 | $659K | Sell |
1,809
-100
| -5% | -$36.4K | 0.03% | 232 |
|
|
2020
Q4 | $656K | Sell |
1,909
-50
| -3% | -$17.2K | 0.03% | 213 |
|
|
2020
Q3 | $603K | Buy |
+1,959
| New | +$603K | 0.03% | 206 |
|
|
2020
Q1 | – | Sell |
-13,800
| Closed | -$4.08M | – | 346 |
|
|
2019
Q4 | $4.08M | Buy |
13,800
+8
| +0.1% | +$2.37K | 0.22% | 93 |
|
|
2019
Q3 | $3.76M | Sell |
13,792
-19
| -0.1% | -$5.18K | 0.22% | 96 |
|
|
2019
Q2 | $3.72M | Buy |
13,811
+37
| +0.3% | +$9.96K | 0.22% | 98 |
|
|
2019
Q1 | $3.58M | Sell |
13,774
-56
| -0.4% | -$14.5K | 0.23% | 99 |
|
|
2018
Q4 | $3.18M | Buy |
+13,830
| New | +$3.18M | 0.21% | 102 |
|
|
2015
Q3 | – | Sell |
-1,100
| Closed | -$208K | – | 550 |
|
|
2015
Q2 | $208K | Buy |
+1,100
| New | +$208K | 0.02% | 511 |
|