Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,664
| Closed | -$18.2M | – | 83 |
|
|
2023
Q4 | $18.2M | Sell |
41,664
-3,786
| -8% | -$1.65M | 3.61% | 5 |
|
|
2023
Q3 | $18.1M | Hold |
45,450
| – | – | 3.86% | 5 |
|
|
2023
Q2 | $18.4M | Hold |
45,450
| – | – | 3.79% | 7 |
|
|
2023
Q1 | $16.9M | Hold |
45,450
| – | – | 3.86% | 5 |
|
|
2022
Q4 | $16.1M | Hold |
45,450
| – | – | 3.73% | 6 |
|
|
2022
Q3 | $15.2M | Hold |
45,450
| – | – | 3.52% | 5 |
|
|
2022
Q2 | $15.7M | Buy |
45,450
+1,154
| +3% | +$399K | 3.44% | 5 |
|
|
2022
Q1 | $18.3M | Hold |
44,296
| – | – | 3.23% | 8 |
|
|
2021
Q4 | $19.3M | Sell |
44,296
-11,586
| -21% | -$5.06M | 3.2% | 8 |
|
|
2021
Q3 | $22M | Hold |
55,882
| – | – | 4.02% | 4 |
|
|
2021
Q2 | $22M | Hold |
55,882
| – | – | 3.89% | 7 |
|
|
2021
Q1 | $20.4M | Hold |
55,882
| – | – | 4.25% | 6 |
|
|
2020
Q4 | $19.2M | Buy |
55,882
+5,251
| +10% | +$1.8M | 4.27% | 6 |
|
|
2020
Q3 | $15.6M | Buy |
+50,631
| New | +$15.6M | 5.36% | 4 |
|