SIS
Strategic Investment Solutions’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 | $6.23M | Sell |
10,966
-1,073
| -9% | -$610K | 1.88% | 11 |
|
|
2025
Q1 | $6.19M | Buy |
12,039
+4,039
| +50% | +$2.08M | 1.8% | 14 |
|
|
2024
Q4 | $3.82M | Sell |
8,000
-2,482
| -24% | -$1.18M | 1.28% | 20 |
|
|
2024
Q3 | $5.53M | Buy |
10,482
+3,103
| +42% | +$1.64M | 1.66% | 16 |
|
|
2024
Q2 | $3.73M | Buy |
+7,379
| New | +$3.73M | 1.21% | 20 |
|
|
2023
Q4 | $3.51M | Sell |
8,042
-123,846
| -94% | -$54.1M | 0.61% | 35 |
|
|
2023
Q3 | $53.9M | Buy |
131,888
+129,929
| +6,632% | +$53.1M | 0.67% | 33 |
|
|
2023
Q2 | $771K | Sell |
1,959
-2,453
| -56% | -$965K | 0.16% | 59 |
|
|
2023
Q1 | $1.66M | Buy |
4,412
+846
| +24% | +$318K | 0.33% | 53 |
|
|
2022
Q4 | $1.37M | Buy |
+3,566
| New | +$1.37M | 0.67% | 32 |
|