Neumann Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.51M Buy
2025
Q2
$1.07M Buy
2025
Q1
$837K Buy
2024
Q4
$506K Buy
2024
Q3
$299K Sell
2024
Q2
$309K Hold
2024
Q1
$297K Sell
2023
Q4
$313K Hold
2023
Q3
$282K Hold
2023
Q2
$292K Sell
2023
Q1
$288K Hold
2022
Q4
$269K Hold
2022
Q3
$252K Buy
2022
Q2
Sell
2022
Q1
$420K Buy