SAM
Smartleaf 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 | $14.3M | Buy |
25,233
+7,610
| +43% | +$4.31M | 1.26% | 7 |
|
|
2025
Q1 | $9M | Buy |
17,623
+2,023
| +13% | +$1.03M | 0.87% | 15 |
|
|
2024
Q4 | $8.44M | Sell |
15,600
-3,474
| -18% | -$1.88M | 0.86% | 14 |
|
|
2024
Q3 | $10M | Buy |
19,074
+2,467
| +15% | +$1.3M | 1.22% | 7 |
|
|
2024
Q2 | $8.37M | Buy |
16,607
+3,765
| +29% | +$1.9M | 1.37% | 8 |
|
|
2024
Q1 | $6.17M | Sell |
12,842
-27
| -0.2% | -$13K | 1.19% | 8 |
|
|
2023
Q4 | $5.63M | Buy |
+12,869
| New | +$5.63M | 1.51% | 6 |
|