Klingman & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Klingman & Associates’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.3M	Sell	11,091 -39	-0.4%	-$22.2K	0.35%	41
2025 Q1	$5.72M	Buy	11,130 +2,183	+24%	+$1.12M	0.35%	40
2024 Q4	$4.82M	Buy	8,947 +315	+4%	+$170K	0.3%	42
2024 Q3	$4.55M	Buy	8,632 +30	+0.3%	+$15.8K	0.28%	43
2024 Q2	$4.3M	Buy	8,602 +165	+2%	+$82.5K	0.29%	43
2024 Q1	$4.06M	Sell	8,437 -122	-1%	-$58.6K	0.28%	41
2023 Q4	$3.74M	Buy	8,559 +180	+2%	+$78.6K	0.27%	44
2023 Q3	$3.29M	Buy	8,379 +23	+0.3%	+$9.03K	0.27%	46
2023 Q2	$3.4M	Buy	8,356 +210	+3%	+$85.5K	0.27%	43
2023 Q1	$3.06M	Buy	8,146 +277	+4%	+$104K	0.26%	43
2022 Q4	$2.76M	Sell	7,869 -1,309	-14%	-$460K	0.24%	46
2022 Q3	$3.01M	Sell	9,178 -454	-5%	-$149K	0.3%	42
2022 Q2	$3.34M	Buy	9,632 +649	+7%	+$225K	0.33%	39
2022 Q1	$3.73M	Buy	8,983 +320	+4%	+$133K	0.32%	37
2021 Q4	$3.78M	Buy	8,663 +497	+6%	+$217K	0.32%	38
2021 Q3	$3.22M	Buy	8,166 +126	+2%	+$49.7K	0.3%	37
2021 Q2	$3.16M	Buy	8,040 +1,439	+22%	+$566K	0.3%	36
2021 Q1	$2.41M	Sell	6,601 -683	-9%	-$249K	0.25%	38
2020 Q4	$2.5M	Buy	7,284 +64	+0.9%	+$22K	0.29%	37
2020 Q3	$2.22M	Sell	7,220 -23	-0.3%	-$7.08K	0.3%	37
2020 Q2	$2.05M	Sell	7,243 -1,753	-19%	-$497K	0.31%	38
2020 Q1	$2.13M	Sell	8,996 -112	-1%	-$26.5K	0.43%	36
2019 Q4	$2.69M	Sell	9,108 -486	-5%	-$144K	0.44%	32
2019 Q3	$2.62M	Buy	9,594 +105	+1%	+$28.6K	0.47%	31
2019 Q2	$2.55M	Buy	9,489 +1,449	+18%	+$390K	0.47%	33
2019 Q1	$2.09M	Buy	8,040 +935	+13%	+$243K	0.41%	34
2018 Q4	$1.63M	Buy	7,105 +340	+5%	+$78.1K	0.37%	36
2018 Q3	$1.81M	Buy	6,765 +433	+7%	+$116K	0.37%	32
2018 Q2	$1.58M	Buy	6,332 +2,146	+51%	+$535K	0.34%	32
2018 Q1	$1.01M	Buy	4,186 +691	+20%	+$167K	0.23%	40
2017 Q4	$857K	Buy	3,495 +976	+39%	+$239K	0.19%	47
2017 Q3	$581K	Buy	+2,519	New	+$581K	0.14%	53