Peak Asset 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
2026
Q1
$9.12M Buy
15,262
+436
+3% +$273K 1.61% 25
2025
Q4
$9.3M Buy
14,826
+26
+0.2% +$16.2K 1.58% 23
2025
Q3
$9.06M Buy
14,800
+504
+4% +$297K 1.58% 23
2025
Q2
$8.12M Buy
14,296
+394
+3% +$207K 1.49% 23
2025
Q1
$7.14M Sell
13,902
-10
-0.1% -$5.41K 1.36% 25
2024
Q4
$7.5M Buy
13,912
+522
+4% +$283K 1.39% 25
2024
Q3
$7.07M Buy
13,390
+299
+2% +$152K 1.33% 25
2024
Q2
$6.55M Buy
13,091
+5,019
+62% +$2.42M 1.28% 26
2024
Q1
$3.88M Buy
8,072
+969
+14% +$443K 0.77% 33
2023
Q4
$3.1M Buy
7,103
+884
+14% +$362K 0.68% 37
2023
Q3
$2.44M Buy
6,219
+187
+3% +$76.5K 0.59% 44
2023
Q2
$2.46M Buy
6,032
+466
+8% +$180K 0.57% 44
2023
Q1
$2.09M Buy
5,566
+235
+4% +$86.2K 0.51% 47
2022
Q4
$1.87M Buy
5,331
+323
+6% +$114K 0.49% 45
2022
Q3
$1.64M Buy
5,008
+991
+25% +$362K 0.47% 46
2022
Q2
$1.39M Buy
4,017
+180
+5% +$67.8K 0.38% 52
2022
Q1
$1.59M Buy
3,837
+685
+22% +$280K 0.37% 55
2021
Q4
$1.38M Buy
3,152
+175
+6% +$73.9K 0.32% 59
2021
Q3
$1.17M Buy
2,977
+690
+30% +$280K 0.29% 60
2021
Q2
$900K Buy
2,287
+776
+51% +$298K 0.22% 72
2021
Q1
$550K Buy
1,511
+496
+49% +$176K 0.13% 96
2020
Q4
$349K Buy
+1,015
New +$331K 0.09% 107

Other funds holding VOO