Punch & Associates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.3K | Buy |
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|
2025
Q1 | $31.9K | Sell |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $64.9K | Sell |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $28K | Sell |
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|
2023
Q4 | $4.22M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $6.48M | Buy |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $30K | Buy |
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|
2021
Q1 | $13K | Buy |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $20K | Buy |
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