Lunt Capital Management’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 | $320K | Hold |
564
| – | – | 0.12% | 75 |
|
2025
Q1 | $290K | Sell |
564
-31
| -5% | -$15.9K | 0.11% | 71 |
|
2024
Q4 | $321K | Hold |
595
| – | – | 0.12% | 66 |
|
2024
Q3 | $314K | Sell |
595
-1
| -0.2% | -$528 | 0.15% | 72 |
|
2024
Q2 | $298K | Hold |
596
| – | – | 0.15% | 72 |
|
2024
Q1 | $286K | Sell |
596
-2
| -0.3% | -$961 | 0.14% | 77 |
|
2023
Q4 | $261K | Hold |
598
| – | – | 0.14% | 74 |
|
2023
Q3 | $235K | Hold |
598
| – | – | 0.12% | 69 |
|
2023
Q2 | $244K | Buy |
+598
| New | +$244K | 0.13% | 73 |
|