UMB Bank’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 | $6.38M | Sell |
11,229
-327
| -3% | -$186K | 0.1% | 147 |
|
|
2025
Q1 | $5.94M | Buy |
11,556
+2,511
| +28% | +$1.29M | 0.1% | 147 |
|
|
2024
Q4 | $4.87M | Sell |
9,045
-851
| -9% | -$459K | 0.08% | 155 |
|
|
2024
Q3 | $5.22M | Buy |
9,896
+329
| +3% | +$174K | 0.08% | 151 |
|
|
2024
Q2 | $4.78M | Sell |
9,567
-4,765
| -33% | -$2.38M | 0.08% | 161 |
|
|
2024
Q1 | $6.89M | Sell |
14,332
-114
| -0.8% | -$54.8K | 0.11% | 140 |
|
|
2023
Q4 | $6.31M | Sell |
14,446
-230
| -2% | -$100K | 0.09% | 148 |
|
|
2023
Q3 | $5.76M | Buy |
14,676
+4,356
| +42% | +$1.71M | 0.09% | 151 |
|
|
2023
Q2 | $4.2M | Buy |
10,320
+1,305
| +14% | +$532K | 0.06% | 182 |
|
|
2023
Q1 | $3.39M | Sell |
9,015
-267
| -3% | -$100K | 0.05% | 199 |
|
|
2022
Q4 | $3.26M | Buy |
9,282
+583
| +7% | +$205K | 0.05% | 203 |
|
|
2022
Q3 | $2.86M | Buy |
8,699
+916
| +12% | +$301K | 0.05% | 218 |
|
|
2022
Q2 | $2.7M | Sell |
7,783
-49
| -0.6% | -$17K | 0.04% | 249 |
|
|
2022
Q1 | $3.25M | Sell |
7,832
-3,561
| -31% | -$1.48M | 0.04% | 244 |
|
|
2021
Q4 | $4.97M | Buy |
11,393
+7,716
| +210% | +$3.37M | 0.06% | 207 |
|
|
2021
Q3 | $1.45M | Sell |
3,677
-732
| -17% | -$289K | 0.03% | 216 |
|
|
2021
Q2 | $1.74M | Buy |
4,409
+1,834
| +71% | +$722K | 0.04% | 198 |
|
|
2021
Q1 | $938K | Buy |
2,575
+875
| +51% | +$319K | 0.02% | 228 |
|
|
2020
Q4 | $584K | Sell |
1,700
-125
| -7% | -$42.9K | 0.02% | 269 |
|
|
2020
Q3 | $517K | Hold |
1,825
| – | – | 0.02% | 255 |
|
|
2020
Q2 | $517K | Hold |
1,825
| – | – | 0.02% | 255 |
|
|
2020
Q1 | $432K | Sell |
1,825
-20
| -1% | -$4.73K | 0.02% | 254 |
|
|
2019
Q4 | $546K | Buy |
1,845
+20
| +1% | +$5.92K | 0.02% | 260 |
|
|
2019
Q3 | $497 | Hold |
1,825
| – | – | 0.01% | 271 |
|
|
2019
Q2 | $491 | Hold |
1,825
| – | – | 0.01% | 264 |
|
|
2019
Q1 | $474K | Buy |
+1,825
| New | +$474K | 0.01% | 263 |
|