Mitchell Sinkler & Starr’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 | $8.33M | Buy |
14,667
+3,457
| +31% | +$1.96M | 3.99% | 5 |
|
2025
Q1 | $5.76M | Sell |
11,210
-910
| -8% | -$468K | 1.61% | 22 |
|
2024
Q4 | $6.53M | Buy |
12,120
+240
| +2% | +$129K | 1.74% | 21 |
|
2024
Q3 | $6.27M | Buy |
11,880
+1,298
| +12% | +$685K | 1.58% | 22 |
|
2024
Q2 | $5.36M | Buy |
10,582
+1,136
| +12% | +$575K | 1.37% | 25 |
|
2024
Q1 | $4.54M | Buy |
9,446
+177
| +2% | +$85.1K | 1.14% | 25 |
|
2023
Q4 | $4.05M | Buy |
+9,269
| New | +$4.05M | 0.74% | 36 |
|
2023
Q3 | – | Sell |
-4,997
| Closed | -$2.04M | – | 136 |
|
2023
Q2 | $2.04M | Sell |
4,997
-590
| -11% | -$240K | 0.58% | 43 |
|
2023
Q1 | $2.1M | Buy |
+5,587
| New | +$2.1M | 0.62% | 40 |
|