Piedmont 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 | $12M | Buy |
+21,103
| New | +$12M | 6.93% | 6 |
|
|
2025
Q1 | – | Sell |
-25,146
| Closed | -$13.5M | – | 56 |
|
|
2024
Q4 | $13.5M | Buy |
25,146
+76
| +0.3% | +$40.9K | 8.15% | 3 |
|
|
2024
Q3 | $13.5M | Sell |
25,070
-347
| -1% | -$186K | 8.12% | 3 |
|
|
2024
Q2 | $12.1M | Hold |
25,417
| – | – | 8.24% | 3 |
|
|
2024
Q1 | $12.1M | Buy |
25,417
+366
| +1% | +$175K | 8.24% | 3 |
|
|
2023
Q4 | $10.9M | Buy |
25,051
+336
| +1% | +$147K | 7.97% | 3 |
|
|
2023
Q3 | $9.71M | Sell |
24,715
-157
| -0.6% | -$61.7K | 7.74% | 3 |
|
|
2023
Q2 | $10.1M | Buy |
+24,872
| New | +$10.1M | 7.68% | 3 |
|
|
2023
Q1 | – | Sell |
-24,598
| Closed | -$8.64M | – | 48 |
|
|
2022
Q4 | $8.64M | Buy |
+24,598
| New | +$8.64M | 7.24% | 4 |
|
|
2022
Q2 | – | Sell |
-28,939
| Closed | -$12.1M | – | 41 |
|
|
2022
Q1 | $12.1M | Buy |
28,939
+1,497
| +5% | +$627K | 9.1% | 3 |
|
|
2021
Q4 | $12M | Buy |
27,442
+799
| +3% | +$349K | 9.42% | 4 |
|
|
2021
Q3 | $10.8M | Buy |
26,643
+1,232
| +5% | +$500K | 8.62% | 5 |
|
|
2021
Q2 | $10M | Buy |
25,411
+729
| +3% | +$288K | 8.33% | 5 |
|
|
2021
Q1 | $8.96M | Buy |
24,682
+1,364
| +6% | +$495K | 8.38% | 5 |
|
|
2020
Q4 | $8.01M | Buy |
+23,318
| New | +$8.01M | 8.12% | 3 |
|