SMFG
Sumitomo Mitsui Financial Group’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 | $9.34M | Sell |
16,445
-691
| -4% | -$393K | 0.15% | 47 |
|
|
2025
Q1 | $8.81M | Sell |
17,136
-718,953
| -98% | -$369M | 0.16% | 45 |
|
|
2024
Q4 | $398M | Buy |
736,089
+719,910
| +4,450% | +$389M | 5.3% | 5 |
|
|
2024
Q3 | $8.54M | Buy |
16,179
+1,752
| +12% | +$924K | 0.19% | 46 |
|
|
2024
Q2 | $7.22M | Buy |
14,427
+441
| +3% | +$221K | 0.22% | 45 |
|
|
2024
Q1 | $6.72M | Sell |
13,986
-610
| -4% | -$293K | 0.21% | 46 |
|
|
2023
Q4 | $6.38M | Sell |
14,596
-8
| -0.1% | -$3.49K | 0.2% | 48 |
|
|
2023
Q3 | $5.73M | Buy |
14,604
+140
| +1% | +$55K | 0.18% | 51 |
|
|
2023
Q2 | $5.89M | Buy |
14,464
+980
| +7% | +$399K | 0.19% | 53 |
|
|
2023
Q1 | $5.07M | Buy |
13,484
+3,631
| +37% | +$1.37M | 0.16% | 57 |
|
|
2022
Q4 | $3.46M | Buy |
9,853
+833
| +9% | +$293K | 0.13% | 67 |
|
|
2022
Q3 | $2.96M | Buy |
9,020
+1,851
| +26% | +$608K | 0.12% | 74 |
|
|
2022
Q2 | $2.49M | Buy |
7,169
+3,858
| +117% | +$1.34M | 0.07% | 87 |
|
|
2022
Q1 | $1.38M | Buy |
3,311
+2,314
| +232% | +$962K | 0.04% | 107 |
|
|
2021
Q4 | $435K | Sell |
997
-682,003
| -100% | -$298M | 0.01% | 119 |
|
|
2021
Q3 | $269M | Buy |
683,000
+682,280
| +94,761% | +$269M | 6.15% | 4 |
|
|
2021
Q2 | $283K | Hold |
720
| – | – | 0.01% | 113 |
|
|
2021
Q1 | $262K | Buy |
+720
| New | +$262K | 0.01% | 116 |
|
|
2020
Q4 | – | Sell |
-870,000
| Closed | -$268M | – | 151 |
|
|
2020
Q3 | $268M | Sell |
870,000
-380,000
| -30% | -$117M | 9.14% | 4 |
|
|
2020
Q2 | $354M | Sell |
1,250,000
-645,000
| -34% | -$183M | 12.16% | 3 |
|
|
2020
Q1 | $449M | Buy |
+1,895,000
| New | +$449M | 22.07% | 1 |
|
|
2019
Q4 | – | Sell |
-1,020,000
| Closed | -$278M | – | 113 |
|
|
2019
Q3 | $278M | Buy |
+1,020,000
| New | +$278M | 23.03% | 1 |
|
|
2019
Q2 | – | Sell |
-850,000
| Closed | -$221M | – | 115 |
|
|
2019
Q1 | $221M | Buy |
850,000
+831,000
| +4,374% | +$216M | 19.71% | 2 |
|
|
2018
Q4 | $4.33M | Buy |
+19,000
| New | +$4.33M | 0.27% | 26 |
|
|
2018
Q3 | – | Sell |
-38,000
| Closed | -$9.85M | – | 125 |
|
|
2018
Q2 | $9.85M | Hold |
38,000
| – | – | 1.01% | 12 |
|
|
2018
Q1 | $9.85M | Buy |
+38,000
| New | +$9.85M | 0.91% | 13 |
|
|
2017
Q4 | – | Sell |
-86,000
| Closed | -$19.7M | – | 117 |
|
|
2017
Q3 | $19.7M | Buy |
+86,000
| New | +$19.7M | 2.33% | 10 |
|
|
2017
Q2 | – | Sell |
-46,000
| Closed | -$9.88M | – | 131 |
|
|
2017
Q1 | $9.88M | Buy |
+46,000
| New | +$9.88M | 1.86% | 7 |
|