Tevis Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Sell |
1,055
-55
| -5% | -$31.3K | 0.39% | 67 |
|
|
2025
Q1 | $598K | Hold |
1,110
| – | – | 0.44% | 63 |
|
|
2024
Q4 | $598K | Buy |
+1,110
| New | +$598K | 0.44% | 63 |
|
|
2022
Q4 | – | Sell |
-47
| Closed | -$15K | – | 192 |
|
|
2022
Q3 | $15K | Hold |
47
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $16K | Buy |
47
+4
| +9% | +$1.36K | 0.02% | 313 |
|
|
2022
Q1 | $18K | Buy |
43
+12
| +39% | +$5.02K | 0.02% | 306 |
|
|
2021
Q4 | $14K | Buy |
+31
| New | +$14K | 0.01% | 391 |
|