SDAM
Shulman DeMeo Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
2,321
-809
| -26% | -$153K | 0.11% | 69 |
|
|
2025
Q1 | $576K | Buy |
3,130
+15
| +0.5% | +$2.76K | 0.16% | 55 |
|
|
2024
Q4 | $575K | Buy |
3,115
+34
| +1% | +$6.27K | 0.16% | 50 |
|
|
2024
Q3 | $588K | Buy |
3,081
+17
| +0.6% | +$3.24K | 0.14% | 55 |
|
|
2024
Q2 | $539K | Buy |
3,064
+932
| +44% | +$164K | 0.14% | 55 |
|
|
2024
Q1 | $385K | Buy |
2,132
+10
| +0.5% | +$1.8K | 0.1% | 86 |
|
|
2023
Q4 | $356K | Buy |
2,122
+21
| +1% | +$3.53K | 0.1% | 88 |
|
|
2023
Q3 | $312K | Buy |
+2,101
| New | +$312K | 0.1% | 87 |
|
|
2023
Q2 | – | Sell |
-3,300
| Closed | -$484K | – | 136 |
|
|
2023
Q1 | $484K | Buy |
3,300
+13
| +0.4% | +$1.91K | 0.15% | 60 |
|
|
2022
Q4 | $460K | Buy |
3,287
+43
| +1% | +$6.02K | 0.15% | 64 |
|
|
2022
Q3 | $403K | Hold |
3,244
| – | – | 0.14% | 72 |
|
|
2022
Q2 | $431K | Sell |
3,244
-532
| -14% | -$70.7K | 0.14% | 74 |
|
|
2022
Q1 | $569K | Buy |
3,776
+14
| +0.4% | +$2.11K | 0.16% | 63 |
|
|
2021
Q4 | $570K | Buy |
3,762
+1,596
| +74% | +$242K | 0.15% | 64 |
|
|
2021
Q3 | $305K | Buy |
+2,166
| New | +$305K | 0.26% | 62 |
|
|
2021
Q2 | – | Sell |
-1,781
| Closed | -$243K | – | 140 |
|
|
2021
Q1 | $243K | Buy |
1,781
+39
| +2% | +$5.32K | 0.07% | 115 |
|
|
2020
Q4 | $215K | Buy |
+1,742
| New | +$215K | 0.06% | 126 |
|