Kirtland Hills Capital Management’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 | $2.92M | Buy |
5,145
+1,122
| +28% | +$637K | 1.35% | 16 |
|
2025
Q1 | $1.95M | Buy |
4,023
+1,533
| +62% | +$742K | 1.19% | 23 |
|
2024
Q4 | $1.34M | Buy |
2,490
+1,125
| +82% | +$606K | 0.86% | 38 |
|
2024
Q3 | $720K | Buy |
1,365
+644
| +89% | +$340K | 0.4% | 73 |
|
2024
Q2 | $361K | Sell |
721
-62
| -8% | -$31K | 0.3% | 89 |
|
2024
Q1 | $372K | Buy |
+783
| New | +$372K | 0.32% | 87 |
|