L.M. Kohn & Company’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.13M | Sell |
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|
2025
Q2 | $6.72M | Sell |
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|
2025
Q1 | $6.62M | Buy |
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|
2024
Q4 | $6.08M | Buy |
|
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|
2024
Q3 | $5.13M | Sell |
|
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|
2024
Q2 | $4.86M | Buy |
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|
2024
Q1 | $4.51M | Buy |
|
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|
2023
Q4 | $3.29M | Buy |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.92M | Buy |
|
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.64M | Sell |
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|
2022
Q3 | $3.18M | Sell |
|
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|
2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $4.58M | Buy |
|