L.M. Kohn & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Sell |
11,831
-1,057
| -8% | -$600K | 1.81% | 11 |
|
|
2025
Q1 | $6.62M | Buy |
12,888
+1,598
| +14% | +$821K | 1.73% | 11 |
|
|
2024
Q4 | $6.08M | Buy |
11,290
+1,574
| +16% | +$848K | 1.57% | 11 |
|
|
2024
Q3 | $5.13M | Sell |
9,716
-3
| -0% | -$1.58K | 1.3% | 14 |
|
|
2024
Q2 | $4.86M | Buy |
9,719
+346
| +4% | +$173K | 1.32% | 14 |
|
|
2024
Q1 | $4.51M | Buy |
9,373
+1,834
| +24% | +$882K | 1.27% | 15 |
|
|
2023
Q4 | $3.29M | Buy |
7,539
+130
| +2% | +$56.8K | 1.05% | 16 |
|
|
2023
Q3 | $2.91M | Buy |
7,409
+228
| +3% | +$89.5K | 1.06% | 15 |
|
|
2023
Q2 | $2.92M | Buy |
7,181
+172
| +2% | +$70.1K | 1.1% | 16 |
|
|
2023
Q1 | $2.64M | Sell |
7,009
-513
| -7% | -$193K | 1.09% | 15 |
|
|
2022
Q4 | $2.64M | Sell |
7,522
-2,169
| -22% | -$762K | 1.24% | 12 |
|
|
2022
Q3 | $3.18M | Sell |
9,691
-558
| -5% | -$183K | 1.56% | 10 |
|
|
2022
Q2 | $3.56M | Sell |
10,249
-793
| -7% | -$275K | 1.66% | 9 |
|
|
2022
Q1 | $4.59M | Buy |
+11,042
| New | +$4.59M | 1.77% | 9 |
|