Samalin Investment Counsel’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 | $495K | Buy |
871
+191
| +28% | +$109K | 0.19% | 172 |
|
|
2025
Q1 | $350K | Buy |
680
+2
| +0.3% | +$1.03K | 0.14% | 211 |
|
|
2024
Q4 | $366K | Buy |
678
+214
| +46% | +$115K | 0.16% | 197 |
|
|
2024
Q3 | $245K | Sell |
464
-63
| -12% | -$33.2K | 0.11% | 245 |
|
|
2024
Q2 | $264K | Sell |
527
-1
| -0.2% | -$501 | 0.12% | 236 |
|
|
2024
Q1 | $254K | Buy |
+528
| New | +$254K | 0.12% | 232 |
|