Kimelman & Baird’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
$387K Buy
681
+2
+0.3% +$1.14K 0.03% 102
2025
Q1
$349K Hold
679
0.03% 103
2024
Q4
$366K Hold
679
0.03% 108
2024
Q3
$358K Hold
679
0.03% 109
2024
Q2
$340K Buy
+679
New +$340K 0.03% 108