Pennsylvania Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.34M | Buy |
14,688
+13,890
| +1,741% | +$7.89M | 2.67% | 11 |
|
2025
Q1 | $410K | Buy |
798
+9
| +1% | +$4.63K | 0.15% | 70 |
|
2024
Q4 | $425K | Hold |
789
| – | – | 0.15% | 73 |
|
2024
Q3 | $416K | Sell |
789
-21
| -3% | -$11.1K | 0.15% | 66 |
|
2024
Q2 | $405K | Hold |
810
| – | – | 0.16% | 63 |
|
2024
Q1 | $389K | Hold |
810
| – | – | 0.16% | 64 |
|
2023
Q4 | $354K | Hold |
810
| – | – | 0.14% | 71 |
|
2023
Q3 | $318K | Hold |
810
| – | – | 0.13% | 71 |
|
2023
Q2 | $330K | Hold |
810
| – | – | 0.14% | 69 |
|
2023
Q1 | $305K | Hold |
810
| – | – | 0.15% | 70 |
|
2022
Q4 | $294K | Sell |
810
-47
| -5% | -$17.1K | 0.16% | 74 |
|
2022
Q3 | $281K | Buy |
857
+222
| +35% | +$72.8K | 0.16% | 64 |
|
2022
Q2 | $220K | Buy |
+635
| New | +$220K | 0.12% | 74 |
|