Shepherd Kaplan Krochuk’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $616K | Buy |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $956K | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $945K | Sell |
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|
2020
Q1 | $822K | Buy |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $934K | Buy |
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|
2019
Q2 | $807K | Sell |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $2.01M | Buy |
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|
2018
Q3 | $995K | Buy |
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|
2018
Q2 | $831K | Sell |
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|
2018
Q1 | $903K | Hold |
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|
2017
Q4 | $915K | Buy |
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