LIA
Luken Investment Analytics’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 | $6.16M | Buy |
10,850
+62
| +0.6% | +$35.2K | 2.7% | 15 |
|
|
2025
Q1 | $5.54M | Sell |
10,788
-147
| -1% | -$75.5K | 2.6% | 14 |
|
|
2024
Q4 | $5.89M | Sell |
10,935
-47
| -0.4% | -$25.3K | 2.73% | 12 |
|
|
2024
Q3 | $5.79M | Sell |
10,982
-79
| -0.7% | -$41.7K | 2.66% | 12 |
|
|
2024
Q2 | $5.53M | Sell |
11,061
-470
| -4% | -$235K | 2.78% | 13 |
|
|
2024
Q1 | $5.54M | Sell |
11,531
-926
| -7% | -$445K | 2.8% | 14 |
|
|
2023
Q4 | $5.44M | Sell |
12,457
-206
| -2% | -$90K | 2.93% | 13 |
|
|
2023
Q3 | $4.97M | Sell |
12,663
-192
| -1% | -$75.4K | 2.88% | 13 |
|
|
2023
Q2 | $5.24M | Sell |
12,855
-521
| -4% | -$212K | 2.93% | 11 |
|
|
2023
Q1 | $5.03M | Sell |
13,376
-377
| -3% | -$142K | 2.96% | 10 |
|
|
2022
Q4 | $4.83M | Buy |
+13,753
| New | +$4.83M | 3.09% | 10 |
|
|
2020
Q4 | $7.72M | Buy |
+22,470
| New | +$7.72M | 5.74% | 6 |
|