SMDAM
Sumitomo Mitsui DS 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 | $2.25M | Buy |
3,967
+110
| +3% | +$62.5K | 0.02% | 470 |
|
|
2025
Q1 | $1.98M | Sell |
3,857
-1,168
| -23% | -$600K | 0.02% | 488 |
|
|
2024
Q4 | $2.71M | Sell |
5,025
-1,841
| -27% | -$992K | 0.03% | 421 |
|
|
2024
Q3 | $3.62M | Buy |
6,866
+3,014
| +78% | +$1.59M | 0.04% | 346 |
|
|
2024
Q2 | $1.93M | Buy |
3,852
+1,213
| +46% | +$607K | 0.02% | 457 |
|
|
2024
Q1 | $1.27M | Buy |
2,639
+2,102
| +391% | +$1.01M | 0.02% | 549 |
|
|
2023
Q4 | $235K | Sell |
537
-64
| -11% | -$28K | ﹤0.01% | 762 |
|
|
2023
Q3 | $236K | Buy |
+601
| New | +$236K | ﹤0.01% | 746 |
|