PIM
Pullen Investment Management’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 | $10.6M | Sell |
18,663
-270
| -1% | -$153K | 6.39% | 1 |
|
|
2025
Q1 | $9.73M | Buy |
18,933
+909
| +5% | +$467K | 6.14% | 1 |
|
|
2024
Q4 | $9.71M | Buy |
18,024
+927
| +5% | +$499K | 6.31% | 1 |
|
|
2024
Q3 | $9.02M | Sell |
17,097
-61
| -0.4% | -$32.2K | 6.6% | 1 |
|
|
2024
Q2 | $8.58M | Buy |
17,158
+465
| +3% | +$233K | 7.11% | 1 |
|
|
2024
Q1 | $8.02M | Buy |
+16,693
| New | +$8.02M | 6.78% | 1 |
|