SAM
Standpoint 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 | $79.4M | Sell |
139,800
-35,200
| -20% | -$20M | 16.24% | 3 |
|
2025
Q1 | $89.9M | Buy |
175,000
+11,600
| +7% | +$5.96M | 16.57% | 3 |
|
2024
Q4 | $88M | Hold |
163,400
| – | – | 16.97% | 2 |
|
2024
Q3 | $86.2M | Buy |
163,400
+18,700
| +13% | +$9.87M | 16.34% | 2 |
|
2024
Q2 | $72.4M | Buy |
144,700
+15,300
| +12% | +$7.65M | 16.54% | 3 |
|
2024
Q1 | $62.2M | Buy |
129,400
+4,400
| +4% | +$2.12M | 16.2% | 2 |
|
2023
Q4 | $54.6M | Buy |
125,000
+2,600
| +2% | +$1.14M | 16.02% | 3 |
|
2023
Q3 | $48.1M | Buy |
122,400
+4,000
| +3% | +$1.57M | 15.88% | 2 |
|
2023
Q2 | $48.2M | Buy |
118,400
+15,000
| +15% | +$6.11M | 15.83% | 3 |
|
2023
Q1 | $38.9M | Buy |
103,400
+5,100
| +5% | +$1.92M | 15.7% | 3 |
|
2022
Q4 | $34.5M | Buy |
+98,300
| New | +$34.5M | 15.7% | 3 |
|