Steele Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
210,509
+1,092
| +0.5% | +$622K | 5.75% | 5 |
|
|
2025
Q1 | $108M | Buy |
209,417
+2,822
| +1% | +$1.45M | 5.61% | 4 |
|
|
2024
Q4 | $111M | Buy |
206,595
+2,780
| +1% | +$1.5M | 5.8% | 4 |
|
|
2024
Q3 | $108M | Buy |
203,815
+44,509
| +28% | +$23.6M | 5.64% | 4 |
|
|
2024
Q2 | $80M | Buy |
159,306
+1,995
| +1% | +$1M | 4.46% | 6 |
|
|
2024
Q1 | $75.6M | Buy |
157,311
+53,377
| +51% | +$25.7M | 4.34% | 7 |
|
|
2023
Q4 | $45.4M | Buy |
+103,934
| New | +$45.4M | 2.95% | 13 |
|