Seizert Capital Partners’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
Q1
Sell
-600
Closed -$323K 176
2024
Q4
$323K Buy
+600
New +$323K 0.01% 141
2024
Q1
Sell
-567
Closed -$248K 192
2023
Q4
$248K Buy
+567
New +$248K 0.01% 161
2023
Q1
Sell
-3,783
Closed -$1.33M 199
2022
Q4
$1.33M Buy
+3,783
New +$1.33M 0.07% 122
2022
Q3
Sell
-776
Closed -$269K 200
2022
Q2
$269K Buy
+776
New +$269K 0.01% 195
2022
Q1
Sell
-2,570
Closed -$1.12M 220
2021
Q4
$1.12M Buy
+2,570
New +$1.12M 0.05% 132
2021
Q1
Sell
-846
Closed -$291K 204
2020
Q4
$291K Buy
+846
New +$291K 0.02% 161