SIM
Studio Investment 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 | $500K | Buy |
877
+132
| +18% | +$75.2K | 0.1% | 120 |
|
|
2025
Q1 | $383K | Sell |
745
-334
| -31% | -$172K | 0.08% | 132 |
|
|
2024
Q4 | $581K | Buy |
1,079
+172
| +19% | +$92.7K | 0.12% | 103 |
|
|
2024
Q3 | $480K | Sell |
907
-243
| -21% | -$129K | 0.1% | 117 |
|
|
2024
Q2 | $579K | Buy |
1,150
+114
| +11% | +$57.4K | 0.13% | 99 |
|
|
2024
Q1 | $498K | Sell |
1,036
-568
| -35% | -$273K | 0.12% | 106 |
|
|
2023
Q4 | $701K | Buy |
1,604
+1,368
| +580% | +$598K | 0.18% | 83 |
|
|
2023
Q3 | $93.1K | Buy |
236
+149
| +171% | +$58.8K | 0.03% | 161 |
|
|
2023
Q2 | $35.6K | Buy |
87
+35
| +67% | +$14.3K | 0.01% | 178 |
|
|
2023
Q1 | $19.6K | Buy |
52
+47
| +940% | +$17.7K | 0.01% | 175 |
|
|
2022
Q4 | $1.76K | Buy |
+5
| New | +$1.76K | ﹤0.01% | 188 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 202 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 194 |
|