SGK
Steigerwald Gordon & Koch’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 | $444K | Sell |
781
-32
| -4% | -$18.2K | 0.05% | 85 |
|
|
2025
Q1 | $418K | Sell |
813
-696
| -46% | -$358K | 0.05% | 88 |
|
|
2024
Q4 | $814K | Buy |
1,509
+4
| +0.3% | +$2.16K | 0.09% | 70 |
|
|
2024
Q3 | $794K | Buy |
1,505
+32
| +2% | +$16.9K | 0.09% | 68 |
|
|
2024
Q2 | $737K | Buy |
1,473
+30
| +2% | +$15K | 0.09% | 67 |
|
|
2024
Q1 | $694K | Sell |
1,443
-339
| -19% | -$163K | 0.09% | 69 |
|
|
2023
Q4 | $778K | Buy |
1,782
+825
| +86% | +$360K | 0.11% | 66 |
|
|
2023
Q3 | $376K | Buy |
957
+33
| +4% | +$13K | 0.06% | 85 |
|
|
2023
Q2 | $376K | Sell |
924
-15
| -2% | -$6.11K | 0.06% | 84 |
|
|
2023
Q1 | $353K | Sell |
939
-75
| -7% | -$28.2K | 0.05% | 86 |
|
|
2022
Q4 | $356K | Sell |
1,014
-32
| -3% | -$11.2K | 0.06% | 86 |
|
|
2022
Q3 | $343K | Hold |
1,046
| – | – | 0.06% | 82 |
|
|
2022
Q2 | $363K | Sell |
1,046
-23
| -2% | -$7.98K | 0.06% | 85 |
|
|
2022
Q1 | $444K | Buy |
1,069
+98
| +10% | +$40.7K | 0.07% | 82 |
|
|
2021
Q4 | $424K | Buy |
971
+147
| +18% | +$64.2K | 0.06% | 83 |
|
|
2021
Q3 | $325K | Buy |
824
+34
| +4% | +$13.4K | 0.05% | 91 |
|
|
2021
Q2 | $311K | Buy |
790
+2
| +0.3% | +$787 | 0.05% | 92 |
|
|
2021
Q1 | $287K | Hold |
788
| – | – | 0.05% | 88 |
|
|
2020
Q4 | $271K | Buy |
788
+6
| +0.8% | +$2.06K | 0.06% | 90 |
|
|
2020
Q3 | $241K | Buy |
+782
| New | +$241K | 0.06% | 90 |
|
|
2018
Q3 | – | Sell |
-1,655
| Closed | -$241K | – | 91 |
|
|
2018
Q2 | $241K | Buy |
+1,655
| New | +$241K | 0.06% | 79 |
|