KKM Financial’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 | $2.15M | Buy |
3,783
+25
| +0.7% | +$14.2K | 0.75% | 56 |
|
|
2025
Q1 | $1.93M | Hold |
3,758
| – | – | 0.82% | 54 |
|
|
2024
Q4 | $2.02M | Hold |
3,758
| – | – | 0.84% | 47 |
|
|
2024
Q3 | $1.98M | Buy |
3,758
+391
| +12% | +$206K | 0.98% | 46 |
|
|
2024
Q2 | $1.68M | Hold |
3,367
| – | – | 0.8% | 52 |
|
|
2024
Q1 | $1.62M | Sell |
3,367
-245
| -7% | -$118K | 0.79% | 54 |
|
|
2023
Q4 | $1.58M | Buy |
+3,612
| New | +$1.58M | 0.99% | 45 |
|