Wellington Shields Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Sell |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $6.44M | Sell |
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|
2024
Q3 | $6.74M | Sell |
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|
2024
Q2 | $8.32M | Sell |
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|
2024
Q1 | $9.11M | Buy |
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|
2023
Q4 | $7.66M | Buy |
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|
2023
Q3 | $6.76M | Sell |
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|
2023
Q2 | $7.67M | Sell |
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|
2023
Q1 | $7.6M | Sell |
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|
2022
Q4 | $7.41M | Buy |
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|
2022
Q3 | $6.4M | Buy |
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|
2022
Q2 | $677K | Buy |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $256K | Hold |
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|
2016
Q4 | $242K | Hold |
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|
2016
Q3 | $235K | Hold |
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|
2016
Q2 | $227K | Hold |
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|
2016
Q1 | $223K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $295K | Hold |
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|
2015
Q1 | $296K | Hold |
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|
2014
Q4 | $295K | Buy |
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