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
VGA
AA