M. Kraus & Co’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 | $256K | Hold |
450
| – | – | 0.08% | 75 |
|
2025
Q1 | $231K | Hold |
450
| – | – | 0.07% | 74 |
|
2024
Q4 | $242K | Sell |
450
-15
| -3% | -$8.08K | 0.07% | 72 |
|
2024
Q3 | $245K | Sell |
465
-60
| -11% | -$31.7K | 0.07% | 70 |
|
2024
Q2 | $263K | Hold |
525
| – | – | 0.08% | 68 |
|
2024
Q1 | $252K | Hold |
525
| – | – | 0.08% | 71 |
|
2023
Q4 | $229K | Hold |
525
| – | – | 0.07% | 76 |
|
2023
Q3 | $206K | Sell |
525
-275
| -34% | -$108K | 0.07% | 75 |
|
2023
Q2 | $326K | Hold |
800
| – | – | 0.11% | 60 |
|
2023
Q1 | $301K | Sell |
800
-25
| -3% | -$9.4K | 0.11% | 64 |
|
2022
Q4 | $290K | Hold |
825
| – | – | 0.11% | 63 |
|
2022
Q3 | $271K | Hold |
825
| – | – | 0.11% | 60 |
|
2022
Q2 | $286K | Hold |
825
| – | – | 0.11% | 58 |
|
2022
Q1 | $343K | Sell |
825
-50
| -6% | -$20.8K | 0.12% | 56 |
|
2021
Q4 | $382K | Hold |
875
| – | – | 0.12% | 53 |
|
2021
Q3 | $345K | Sell |
875
-125
| -13% | -$49.3K | 0.12% | 55 |
|
2021
Q2 | $394K | Sell |
1,000
-100
| -9% | -$39.4K | 0.14% | 50 |
|
2021
Q1 | $401K | Sell |
1,100
-40
| -4% | -$14.6K | 0.16% | 47 |
|
2020
Q4 | $392K | Hold |
1,140
| – | – | 0.16% | 45 |
|
2020
Q3 | $351K | Buy |
+1,140
| New | +$351K | 0.17% | 44 |
|