SKK
Shepherd Kaplan Krochuk’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
7,977
-7
| -0.1% | -$1.96K | 1.94% | 20 |
|
|
2025
Q1 | $2.06M | Buy |
7,984
+37
| +0.5% | +$9.57K | 1.77% | 23 |
|
|
2024
Q4 | $2.1M | Buy |
7,947
+22
| +0.3% | +$5.81K | 1.75% | 24 |
|
|
2024
Q3 | $2.09M | Buy |
7,925
+64
| +0.8% | +$16.9K | 1.58% | 24 |
|
|
2024
Q2 | $1.9M | Sell |
7,861
-9
| -0.1% | -$2.18K | 1.5% | 23 |
|
|
2024
Q1 | $1.97M | Buy |
7,870
+31
| +0.4% | +$7.75K | 1.57% | 21 |
|
|
2023
Q4 | $1.82M | Sell |
7,839
-11
| -0.1% | -$2.56K | 1.48% | 22 |
|
|
2023
Q3 | $1.63M | Buy |
7,850
+29
| +0.4% | +$6.04K | 1.42% | 23 |
|
|
2023
Q2 | $1.72M | Buy |
7,821
+29
| +0.4% | +$6.38K | 1.36% | 21 |
|
|
2023
Q1 | $1.64M | Buy |
7,792
+53
| +0.7% | +$11.2K | 1.45% | 21 |
|
|
2022
Q4 | $1.58M | Buy |
7,739
+43
| +0.6% | +$8.76K | 0.94% | 28 |
|
|
2022
Q3 | $1.45M | Buy |
7,696
+32
| +0.4% | +$6.02K | 0.72% | 34 |
|
|
2022
Q2 | $1.51M | Buy |
7,664
+855
| +13% | +$168K | 0.66% | 34 |
|
|
2022
Q1 | $1.62M | Sell |
6,809
-294
| -4% | -$69.9K | 0.61% | 35 |
|
|
2021
Q4 | $1.81M | Sell |
7,103
-96
| -1% | -$24.5K | 0.65% | 35 |
|
|
2021
Q3 | $1.7M | Buy |
7,199
+19
| +0.3% | +$4.5K | 0.63% | 30 |
|
|
2021
Q2 | $1.7M | Buy |
7,180
+20
| +0.3% | +$4.75K | 0.61% | 31 |
|
|
2021
Q1 | $1.59M | Buy |
7,160
+550
| +8% | +$122K | 0.61% | 32 |
|
|
2020
Q4 | $1.37M | Buy |
6,610
+2,917
| +79% | +$603K | 0.5% | 32 |
|
|
2020
Q3 | $651K | Buy |
3,693
+200
| +6% | +$35.3K | 0.27% | 58 |
|
|
2020
Q2 | $573K | Buy |
3,493
+21
| +0.6% | +$3.45K | 0.26% | 68 |
|
|
2020
Q1 | $457K | Sell |
3,472
-2,486
| -42% | -$327K | 0.74% | 40 |
|
|
2019
Q4 | $1.06M | Buy |
5,958
+1,291
| +28% | +$230K | 0.8% | 33 |
|
|
2019
Q3 | $782K | Buy |
4,667
+29
| +0.6% | +$4.86K | 0.57% | 51 |
|
|
2019
Q2 | $775K | Buy |
+4,638
| New | +$775K | 0.55% | 51 |
|