PJSIMP
P.J. Schmidt Investment Management (PJS)’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 | $483K | Hold |
851
| – | – | 0.08% | 126 |
|
|
2025
Q1 | $437K | Sell |
851
-48
| -5% | -$24.7K | 0.08% | 119 |
|
|
2024
Q4 | $484K | Hold |
899
| – | – | 0.08% | 112 |
|
|
2024
Q3 | $474K | Hold |
899
| – | – | 0.08% | 118 |
|
|
2024
Q2 | $450K | Sell |
899
-64
| -7% | -$32K | 0.08% | 119 |
|
|
2024
Q1 | $463K | Buy |
+963
| New | +$463K | 0.09% | 117 |
|