SCM
Schnieders 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 | $322K | Sell |
567
-104
| -15% | -$59.1K | 0.06% | 175 |
|
|
2025
Q1 | $345K | Hold |
671
| – | – | 0.07% | 151 |
|
|
2024
Q4 | $362K | Hold |
671
| – | – | 0.07% | 153 |
|
|
2024
Q3 | $354K | Hold |
671
| – | – | 0.07% | 161 |
|
|
2024
Q2 | $336K | Hold |
671
| – | – | 0.07% | 150 |
|
|
2024
Q1 | $323K | Sell |
671
-350
| -34% | -$168K | 0.07% | 155 |
|
|
2023
Q4 | $446K | Sell |
1,021
-250
| -20% | -$109K | 0.1% | 125 |
|
|
2023
Q3 | $499K | Sell |
1,271
-85
| -6% | -$33.4K | 0.11% | 110 |
|
|
2023
Q2 | $552K | Buy |
1,356
+8
| +0.6% | +$3.26K | 0.12% | 110 |
|
|
2023
Q1 | $507K | Buy |
1,348
+8
| +0.6% | +$3.01K | 0.11% | 117 |
|
|
2022
Q4 | $471K | Hold |
1,340
| – | – | 0.11% | 120 |
|
|
2022
Q3 | $440K | Hold |
1,340
| – | – | 0.12% | 117 |
|
|
2022
Q2 | $465K | Buy |
1,340
+398
| +42% | +$138K | 0.14% | 113 |
|
|
2022
Q1 | $391K | Hold |
942
| – | – | 0.09% | 145 |
|
|
2021
Q4 | $411K | Hold |
942
| – | – | 0.1% | 136 |
|
|
2021
Q3 | $372K | Hold |
942
| – | – | 0.1% | 140 |
|
|
2021
Q2 | $371K | Buy |
942
+10
| +1% | +$3.94K | 0.1% | 144 |
|
|
2021
Q1 | $340K | Hold |
932
| – | – | 0.1% | 143 |
|
|
2020
Q4 | $320K | Hold |
932
| – | – | 0.11% | 138 |
|
|
2020
Q3 | $287K | Hold |
932
| – | – | 0.11% | 135 |
|
|
2020
Q2 | $264K | Buy |
+932
| New | +$264K | 0.11% | 139 |
|