SCM
Saxony Capital 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 | $6.73M | Sell |
11,843
-367
| -3% | -$208K | 5.16% | 3 |
|
|
2025
Q1 | $6.27M | Buy |
12,210
+4,855
| +66% | +$2.5M | 5.51% | 2 |
|
|
2024
Q4 | $3.96M | Buy |
7,355
+1,144
| +18% | +$616K | 3.49% | 5 |
|
|
2024
Q3 | $3.28M | Buy |
6,211
+539
| +10% | +$284K | 3% | 5 |
|
|
2024
Q2 | $2.84M | Buy |
5,672
+1,295
| +30% | +$648K | 3.12% | 5 |
|
|
2024
Q1 | $2.1M | Buy |
4,377
+581
| +15% | +$279K | 2.54% | 14 |
|
|
2023
Q4 | $1.66M | Buy |
+3,796
| New | +$1.66M | 2.2% | 16 |
|