Klingenstein Fields & Co’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
|
|||||
|
2025
Q1 | $1.19M | Hold |
|
|||||
|
2024
Q4 | $1.24M | Buy |
|
|||||
|
2024
Q3 | $997K | Hold |
|
|||||
|
2024
Q2 | $945K | Hold |
|
|||||
|
2024
Q1 | $909K | Hold |
|
|||||
|
2023
Q4 | $826K | Sell |
|
|||||
|
2023
Q3 | $756K | Hold |
|
|||||
|
2023
Q2 | $784K | Hold |
|
|||||
|
2023
Q1 | $724K | Hold |
|
|||||
|
2022
Q4 | $676K | Hold |
|
|||||
|
2022
Q3 | $632K | Hold |
|
|||||
|
2022
Q2 | $668K | Hold |
|
|||||
|
2022
Q1 | $799K | Hold |
|
|||||
|
2021
Q4 | $840K | Hold |
|
|||||
|
2021
Q3 | $759K | Hold |
|
|||||
|
2021
Q2 | $758K | Hold |
|
|||||
|
2021
Q1 | $701K | Buy |
|
|||||
|
2020
Q4 | $215K | Buy |
|