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Sims Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Sims Investment Management’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.11M Sell
3,709
-79
-2% -$44.9K 0.85% 14
2025
Q1 		$1.95M Buy
3,788
+1,379
+57% +$709K 0.87% 15
2024
Q4 		$1.3M Buy
+2,409
New +$1.3M 0.73% 19