SAMT
Select Asset Management & Trust’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 | $1.34M | Sell |
2,363
-41
| -2% | -$23.3K | 0.46% | 25 |
|
|
2025
Q1 | $1.24M | Hold |
2,404
| – | – | 0.5% | 25 |
|
|
2024
Q4 | $1.3M | Sell |
2,404
-60
| -2% | -$32.3K | 0.5% | 26 |
|
|
2024
Q3 | $1.3M | Buy |
2,464
+102
| +4% | +$53.8K | 0.48% | 24 |
|
|
2024
Q2 | $1.18M | Buy |
2,362
+75
| +3% | +$37.5K | 0.47% | 23 |
|
|
2024
Q1 | $1.1M | Buy |
2,287
+952
| +71% | +$457K | 0.46% | 24 |
|
|
2023
Q4 | $583K | Buy |
+1,335
| New | +$583K | 0.29% | 32 |
|