Smith Shellnut Wilson’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
|
|||||
|
2025
Q1 | $16.4M | Buy |
|
|||||
|
2024
Q4 | $16.1M | Buy |
|
|||||
|
2024
Q3 | $14.8M | Buy |
|
|||||
|
2024
Q2 | $13.2M | Buy |
|
|||||
|
2024
Q1 | $9.62M | Buy |
|
|||||
|
2023
Q4 | $8.16M | Buy |
|
|||||
|
2023
Q3 | $7.24M | Buy |
|
|||||
|
2023
Q2 | $6.72M | Buy |
|
|||||
|
2023
Q1 | $5.77M | Buy |
|
|||||
|
2022
Q4 | $5.26M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $5.38M | Sell |
|
|||||
|
2022
Q1 | $6.66M | Buy |
|
|||||
|
2021
Q4 | $2.78M | Hold |
|
|||||
|
2021
Q3 | $2.51M | Buy |
|
|||||
|
2021
Q2 | $2.51M | Sell |
|
|||||
|
2021
Q1 | $2.33M | Sell |
|
|||||
|
2020
Q4 | $4.22M | Sell |
|
|||||
|
2020
Q3 | $3.83K | Hold |
|
|||||
|
2020
Q2 | $3.53M | Hold |
|
|||||
|
2020
Q1 | $2.95M | Sell |
|
|||||
|
2019
Q4 | $3.86M | Sell |
|
|||||
|
2019
Q3 | $3.62M | Buy |
|
|||||
|
2019
Q2 | $3.57M | Hold |
|
|||||
|
2019
Q1 | $3.44M | Buy |
|
|||||
|
2018
Q4 | $3.05M | Sell |
|
|||||
|
2018
Q3 | $3.55M | Buy |
|
|||||
|
2018
Q1 | $3.02M | Buy |
|
|||||
|
2017
Q4 | $2.63M | Hold |
|
|||||
|
2017
Q3 | $2.47M | Buy |
|
|||||
|
2017
Q2 | $1.06M | Sell |
|
|||||
|
2017
Q1 | $1.83M | Buy |
|
|||||
|
2016
Q4 | $1.13M | Buy |
|