SDAM
Shulman DeMeo Asset Management’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 | $557K | Hold |
980
| – | – | 0.14% | 60 |
|
|
2025
Q1 | $504K | Buy |
980
+2
| +0.2% | +$1.03K | 0.14% | 61 |
|
|
2024
Q4 | $527K | Buy |
978
+4
| +0.4% | +$2.16K | 0.14% | 58 |
|
|
2024
Q3 | $514K | Buy |
974
+1
| +0.1% | +$528 | 0.13% | 69 |
|
|
2024
Q2 | $487K | Hold |
973
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $468K | Buy |
973
+1
| +0.1% | +$481 | 0.12% | 72 |
|
|
2023
Q4 | $425K | Buy |
972
+5
| +0.5% | +$2.18K | 0.12% | 76 |
|
|
2023
Q3 | $380K | Buy |
967
+2
| +0.2% | +$786 | 0.13% | 76 |
|
|
2023
Q2 | $393K | Buy |
965
+139
| +17% | +$56.6K | 0.12% | 79 |
|
|
2023
Q1 | $311K | Buy |
826
+3
| +0.4% | +$1.13K | 0.1% | 96 |
|
|
2022
Q4 | $289K | Buy |
823
+8
| +1% | +$2.81K | 0.1% | 101 |
|
|
2022
Q3 | $268K | Buy |
815
+3
| +0.4% | +$987 | 0.1% | 103 |
|
|
2022
Q2 | $282K | Hold |
812
| – | – | 0.09% | 102 |
|
|
2022
Q1 | $337K | Buy |
812
+3
| +0.4% | +$1.25K | 0.09% | 102 |
|
|
2021
Q4 | $353K | Buy |
809
+5
| +0.6% | +$2.18K | 0.09% | 104 |
|
|
2021
Q3 | $317K | Buy |
+804
| New | +$317K | 0.28% | 59 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$292K | – | 139 |
|
|
2021
Q1 | $292K | Sell |
800
-8
| -1% | -$2.92K | 0.08% | 107 |
|
|
2020
Q4 | $278K | Sell |
808
-34
| -4% | -$11.7K | 0.08% | 109 |
|
|
2020
Q3 | $259K | Buy |
842
+4
| +0.5% | +$1.23K | 0.09% | 93 |
|
|
2020
Q2 | $237K | Buy |
+838
| New | +$237K | 0.09% | 93 |
|
|
2020
Q1 | – | Sell |
-826
| Closed | -$244K | – | 128 |
|
|
2019
Q4 | $244K | Buy |
826
+8
| +1% | +$2.36K | 0.08% | 113 |
|
|
2019
Q3 | $223K | Sell |
818
-106
| -11% | -$28.9K | 0.07% | 119 |
|
|
2019
Q2 | $249K | Hold |
924
| – | – | 0.09% | 108 |
|
|
2019
Q1 | $240K | Buy |
+924
| New | +$240K | 0.09% | 108 |
|