SKK
Shepherd Kaplan Krochuk’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 | $289K | Sell |
508
-650
| -56% | -$370K | 0.25% | 55 |
|
|
2025
Q1 | $595K | Sell |
1,158
-2
| -0.2% | -$1.03K | 0.51% | 45 |
|
|
2024
Q4 | $625K | Sell |
1,160
-7
| -0.6% | -$3.77K | 0.52% | 40 |
|
|
2024
Q3 | $616K | Buy |
1,167
+1
| +0.1% | +$528 | 0.46% | 46 |
|
|
2024
Q2 | $583K | Buy |
1,166
+295
| +34% | +$148K | 0.46% | 49 |
|
|
2024
Q1 | $419K | Sell |
871
-486
| -36% | -$234K | 0.33% | 47 |
|
|
2023
Q4 | $593K | Buy |
1,357
+194
| +17% | +$84.7K | 0.48% | 45 |
|
|
2023
Q3 | $457K | Buy |
1,163
+1
| +0.1% | +$393 | 0.4% | 46 |
|
|
2023
Q2 | $473K | Sell |
1,162
-273
| -19% | -$111K | 0.37% | 44 |
|
|
2023
Q1 | $540K | Buy |
1,435
+204
| +17% | +$76.7K | 0.48% | 45 |
|
|
2022
Q4 | $432K | Buy |
1,231
+72
| +6% | +$25.3K | 0.26% | 58 |
|
|
2022
Q3 | $380K | Sell |
1,159
-69
| -6% | -$22.6K | 0.19% | 86 |
|
|
2022
Q2 | $426K | Hold |
1,228
| – | – | 0.19% | 95 |
|
|
2022
Q1 | $510K | Sell |
1,228
-2,183
| -64% | -$907K | 0.19% | 93 |
|
|
2021
Q4 | $1.49M | Buy |
3,411
+26
| +0.8% | +$11.4K | 0.54% | 41 |
|
|
2021
Q3 | $1.34M | Buy |
3,385
+59
| +2% | +$23.3K | 0.49% | 41 |
|
|
2021
Q2 | $1.31M | Buy |
3,326
+703
| +27% | +$277K | 0.47% | 42 |
|
|
2021
Q1 | $956K | Sell |
2,623
-695
| -21% | -$253K | 0.37% | 44 |
|
|
2020
Q4 | $1.14M | Sell |
3,318
-28
| -0.8% | -$9.62K | 0.42% | 39 |
|
|
2020
Q3 | $1.03M | Buy |
3,346
+12
| +0.4% | +$3.69K | 0.43% | 34 |
|
|
2020
Q2 | $945K | Sell |
3,334
-138
| -4% | -$39.1K | 0.42% | 38 |
|
|
2020
Q1 | $822K | Buy |
3,472
+22
| +0.6% | +$5.21K | 1.33% | 10 |
|
|
2019
Q4 | $1.02M | Buy |
3,450
+22
| +0.6% | +$6.51K | 0.77% | 35 |
|
|
2019
Q3 | $934K | Buy |
3,428
+430
| +14% | +$117K | 0.68% | 37 |
|
|
2019
Q2 | $807K | Sell |
2,998
-2,762
| -48% | -$743K | 0.57% | 48 |
|
|
2019
Q1 | $1.5M | Sell |
5,760
-2,982
| -34% | -$774K | 0.93% | 19 |
|
|
2018
Q4 | $2.01M | Buy |
8,742
+5,015
| +135% | +$1.15M | 1.38% | 10 |
|
|
2018
Q3 | $995K | Buy |
3,727
+395
| +12% | +$105K | 0.51% | 48 |
|
|
2018
Q2 | $831K | Sell |
3,332
-397
| -11% | -$99K | 0.51% | 51 |
|
|
2018
Q1 | $903K | Hold |
3,729
| – | – | 0.55% | 40 |
|
|
2017
Q4 | $915K | Buy |
+3,729
| New | +$915K | 0.57% | 45 |
|