SA
Sicart Associates’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 | $251K | Sell |
441
-550
| -55% | -$312K | 0.09% | 63 |
|
2025
Q1 | $509K | Buy |
991
+9
| +0.9% | +$4.63K | 0.18% | 48 |
|
2024
Q4 | $529K | Hold |
982
| – | – | 0.19% | 49 |
|
2024
Q3 | $520K | Hold |
982
| – | – | 0.18% | 52 |
|
2024
Q2 | $493K | Hold |
982
| – | – | 0.19% | 51 |
|
2024
Q1 | $472K | Hold |
982
| – | – | 0.17% | 55 |
|
2023
Q4 | $429K | Buy |
982
+371
| +61% | +$162K | 0.16% | 52 |
|
2023
Q3 | $241K | Buy |
611
+6
| +1% | +$2.37K | 0.09% | 60 |
|
2023
Q2 | $247K | Buy |
+605
| New | +$247K | 0.1% | 61 |
|
2022
Q4 | – | Sell |
-838
| Closed | -$276K | – | 80 |
|
2022
Q3 | $276K | Hold |
838
| – | – | 0.1% | 65 |
|
2022
Q2 | $292K | Sell |
838
-45
| -5% | -$15.7K | 0.09% | 66 |
|
2022
Q1 | $367K | Buy |
+883
| New | +$367K | 0.1% | 66 |
|