Kennedy Investment 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 | $836K | Buy |
1,472
+101
| +7% | +$57.4K | 0.36% | 66 |
|
|
2025
Q1 | $704K | Buy |
1,371
+76
| +6% | +$39K | 0.33% | 75 |
|
|
2024
Q4 | $698K | Buy |
1,295
+100
| +8% | +$53.9K | 0.32% | 70 |
|
|
2024
Q3 | $630K | Buy |
1,195
+4
| +0.3% | +$2.11K | 0.29% | 79 |
|
|
2024
Q2 | $595K | Buy |
1,191
+24
| +2% | +$12K | 0.3% | 74 |
|
|
2024
Q1 | $561K | Buy |
1,167
+26
| +2% | +$12.5K | 0.3% | 76 |
|
|
2023
Q4 | $498K | Buy |
1,141
+567
| +99% | +$248K | 0.28% | 81 |
|
|
2023
Q3 | $225K | Sell |
574
-304
| -35% | -$119K | 0.14% | 104 |
|
|
2023
Q2 | $358K | Buy |
878
+14
| +2% | +$5.7K | 0.21% | 90 |
|
|
2023
Q1 | $325K | Buy |
864
+4
| +0.5% | +$1.5K | 0.2% | 93 |
|
|
2022
Q4 | $302K | Buy |
+860
| New | +$302K | 0.19% | 98 |
|