KOC
Koss-Olinger Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
7,233
-100
| -1% | -$56.8K | 0.34% | 40 |
|
|
2025
Q1 | $3.77M | Buy |
+7,333
| New | +$3.77M | 0.32% | 39 |
|
|
2024
Q4 | – | Sell |
-7,017
| Closed | -$3.7M | – | 289 |
|
|
2024
Q3 | $3.7M | Buy |
7,017
+65
| +0.9% | +$34.3K | 0.32% | 41 |
|
|
2024
Q2 | $3.48M | Buy |
6,952
+6,115
| +731% | +$3.06M | 0.32% | 38 |
|
|
2024
Q1 | $402K | Sell |
837
-6,356
| -88% | -$3.06M | 0.22% | 41 |
|
|
2023
Q4 | $3.14M | Sell |
7,193
-227
| -3% | -$99.2K | 0.31% | 36 |
|
|
2023
Q3 | $2.91M | Sell |
7,420
-247
| -3% | -$97K | 0.43% | 33 |
|
|
2023
Q2 | $3.12M | Hold |
7,667
| – | – | 0.36% | 31 |
|
|
2023
Q1 | $2.88M | Buy |
7,667
+2,997
| +64% | +$1.13M | 0.36% | 30 |
|
|
2022
Q4 | $1.64M | Buy |
4,670
+963
| +26% | +$338K | 0.24% | 43 |
|
|
2022
Q3 | $1.22M | Buy |
3,707
+163
| +5% | +$53.5K | 0.21% | 42 |
|
|
2022
Q2 | $1.23M | Hold |
3,544
| – | – | 0.22% | 39 |
|
|
2022
Q1 | $1.47M | Sell |
3,544
-46
| -1% | -$19.1K | 0.24% | 36 |
|
|
2021
Q4 | $1.57M | Sell |
3,590
-3,070
| -46% | -$1.34M | 0.24% | 31 |
|
|
2021
Q3 | $2.63M | Sell |
6,660
-109
| -2% | -$43K | 0.43% | 21 |
|
|
2021
Q2 | $2.66M | Buy |
6,769
+3,497
| +107% | +$1.38M | 0.4% | 29 |
|
|
2021
Q1 | $1.19M | Buy |
+3,272
| New | +$1.19M | 0.2% | 55 |
|