Kuhn & Co Investment Counsel’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
Q3
Sell
-1,103
Closed -$551K 130
2024
Q2
$551K Buy
1,103
+51
+5% +$25.5K 0.49% 67
2024
Q1
$506K Buy
1,052
+93
+10% +$44.7K 0.48% 74
2023
Q4
$419K Buy
+959
New +$419K 0.43% 83