KAS
KPP Advisory Services’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 | $11.9M | Buy |
21,032
+4,232
| +25% | +$2.4M | 1.97% | 8 |
|
|
2025
Q1 | $8.63M | Buy |
16,800
+10,596
| +171% | +$5.45M | 1.64% | 12 |
|
|
2024
Q4 | $3.34M | Buy |
6,204
+355
| +6% | +$191K | 0.79% | 32 |
|
|
2024
Q3 | $3.09M | Sell |
5,849
-1,079
| -16% | -$569K | 0.74% | 33 |
|
|
2024
Q2 | $3.46M | Buy |
6,928
+550
| +9% | +$275K | 0.92% | 27 |
|
|
2024
Q1 | $3.07M | Buy |
6,378
+2,843
| +80% | +$1.37M | 0.84% | 27 |
|
|
2023
Q4 | $1.54M | Sell |
3,535
-2,211
| -38% | -$966K | 1.36% | 15 |
|
|
2023
Q3 | $2.26M | Buy |
+5,746
| New | +$2.26M | 0.75% | 31 |
|