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 |
|