NCM
Neumann Capital Management’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 | $1.07M | Buy |
1,891
+262
| +16% | +$149K | 0.34% | 60 |
|
|
2025
Q1 | $837K | Buy |
1,629
+689
| +73% | +$354K | 0.29% | 67 |
|
|
2024
Q4 | $506K | Buy |
940
+373
| +66% | +$201K | 0.17% | 79 |
|
|
2024
Q3 | $299K | Sell |
567
-50
| -8% | -$26.4K | 0.1% | 92 |
|
|
2024
Q2 | $309K | Hold |
617
| – | – | 0.11% | 87 |
|
|
2024
Q1 | $297K | Sell |
617
-100
| -14% | -$48.1K | 0.11% | 87 |
|
|
2023
Q4 | $313K | Hold |
717
| – | – | 0.12% | 83 |
|
|
2023
Q3 | $282K | Hold |
717
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $292K | Sell |
717
-50
| -7% | -$20.4K | 0.12% | 82 |
|
|
2023
Q1 | $288K | Hold |
767
| – | – | 0.13% | 80 |
|
|
2022
Q4 | $269K | Hold |
767
| – | – | 0.13% | 81 |
|
|
2022
Q3 | $252K | Buy |
+767
| New | +$252K | 0.13% | 80 |
|
|
2022
Q2 | – | Sell |
-1,012
| Closed | -$420K | – | 86 |
|
|
2022
Q1 | $420K | Buy |
+1,012
| New | +$420K | 0.18% | 69 |
|