Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Kovitz Investment Group Partners’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 		$101M Buy
176,805
+30,299
+21% +$17.2M 0.43% 62
2025
Q1 		$75.3M Sell
146,506
-26,036
-15% -$13.4M 0.38% 69
2024
Q4 		$93M Buy
172,542
+16,781
+11% +$9.04M 0.46% 62
2024
Q3 		$70.3M Buy
155,761
+109,238
+235% +$49.3M 0.5% 49
2024
Q2 		$23.3M Buy
46,523
+22,374
+93% +$11.2M 0.2% 87
2024
Q1 		$11.6M Sell
24,149
-4,642
-16% -$2.23M 0.15% 92
2023
Q4 		$12.6M Buy
28,791
+776
+3% +$339K 0.21% 49
2023
Q3 		$11M Sell
28,015
-738
-3% -$290K 0.2% 54
2023
Q2 		$11.7M Sell
28,753
-25,082
-47% -$10.2M 0.17% 61
2023
Q1 		$20.2M Sell
53,835
-12,368
-19% -$4.65M 0.35% 49
2022
Q4 		$23.3M Buy
66,203
+56,440
+578% +$19.8M 0.46% 41
2022
Q3 		$3.21M Sell
9,763
-2,178
-18% -$715K 0.07% 191
2022
Q2 		$4.14M Buy
11,941
+327
+3% +$113K 0.09% 175
2022
Q1 		$4.82M Sell
11,614
-158
-1% -$65.6K 0.09% 166
2021
Q4 		$4.05M Buy
11,772
+166
+1% +$57.2K 0.1% 146
2021
Q3 		$4.58M Buy
11,606
+4
+0% +$1.58K 0.09% 155
2021
Q2 		$4.57M Hold
11,602
– – 0.09% 161
2021
Q1 		$4.23M Sell
11,602
-91
-0.8% -$33.2K 0.1% 148
2020
Q4 		$4.02M Buy
11,693
+95
+0.8% +$32.7K 0.1% 142
2020
Q3 		$3.57M Hold
11,598
– – 0.1% 142
2020
Q2 		$3.29M Sell
11,598
-199
-2% -$56.4K 0.1% 142
2020
Q1 		$2.79M Buy
11,797
+9,842
+503% +$2.33M 0.1% 139
2019
Q4 		$578K Buy
+1,955
New +$578K 0.02% 309
2019
Q1 		– Sell
-2,452
Closed -$564K – 367
2018
Q4 		$564K Buy
+2,452
New +$564K 0.02% 222