SIA
Schear Investment Advisers’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 | $5.72M | Sell |
10,063
-9,015
| -47% | -$5.12M | 2.83% | 10 |
|
|
2025
Q1 | $9.8M | Sell |
19,078
-6,842
| -26% | -$3.52M | 5.65% | 2 |
|
|
2024
Q4 | $14M | Buy |
25,920
+14,632
| +130% | +$7.88M | 7.44% | 2 |
|
|
2024
Q3 | $5.96M | Buy |
11,288
+16
| +0.1% | +$8.44K | 3.69% | 6 |
|
|
2024
Q2 | $5.64M | Sell |
11,272
-4,704
| -29% | -$2.35M | 4.07% | 5 |
|
|
2024
Q1 | $7.68M | Sell |
15,976
-4,767
| -23% | -$2.29M | 6.17% | 2 |
|
|
2023
Q4 | $9.06M | Sell |
20,743
-341
| -2% | -$149K | 8.74% | 1 |
|
|
2023
Q3 | $8.28M | Buy |
21,084
+7,622
| +57% | +$2.99M | 8.93% | 1 |
|
|
2023
Q2 | $5.48M | Buy |
13,462
+1,016
| +8% | +$414K | 5.8% | 2 |
|
|
2023
Q1 | $4.68M | Buy |
12,446
+556
| +5% | +$209K | 5.6% | 2 |
|
|
2022
Q4 | $4.18M | Buy |
+11,890
| New | +$4.18M | 5.15% | 1 |
|