WCMN
Westchester Capital Management (Nebraska)’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 | $327K | Sell |
576
-32
| -5% | -$18.2K | 0.08% | 32 |
|
|
2025
Q1 | $312K | Sell |
608
-86
| -12% | -$44.2K | 0.08% | 33 |
|
|
2024
Q4 | $374K | Buy |
694
+177
| +34% | +$95.4K | 0.09% | 32 |
|
|
2024
Q3 | $273K | Buy |
517
+68
| +15% | +$35.9K | 0.07% | 34 |
|
|
2024
Q2 | $225K | Sell |
449
-14
| -3% | -$7K | 0.06% | 34 |
|
|
2024
Q1 | $223K | Buy |
463
+213
| +85% | +$102K | 0.06% | 34 |
|
|
2023
Q4 | $109K | Sell |
250
-90
| -26% | -$39.3K | 0.03% | 39 |
|
|
2023
Q3 | $134K | Hold |
340
| – | – | 0.04% | 36 |
|
|
2023
Q2 | $138K | Sell |
340
-38
| -10% | -$15.5K | 0.04% | 36 |
|
|
2023
Q1 | $142K | Buy |
378
+38
| +11% | +$14.3K | 0.04% | 36 |
|
|
2022
Q4 | $119K | Hold |
340
| – | – | 0.04% | 37 |
|
|
2022
Q3 | $112K | Sell |
340
-160
| -32% | -$52.7K | 0.04% | 38 |
|
|
2022
Q2 | $173K | Hold |
500
| – | – | 0.05% | 37 |
|
|
2022
Q1 | $208K | Hold |
500
| – | – | 0.05% | 34 |
|
|
2021
Q4 | $218K | Hold |
500
| – | – | 0.06% | 34 |
|
|
2021
Q3 | $197K | Buy |
+500
| New | +$197K | 0.05% | 34 |
|
|
2020
Q2 | – | Sell |
-34
| Closed | -$8K | – | 49 |
|
|
2020
Q1 | $8K | Buy |
+34
| New | +$8K | ﹤0.01% | 44 |
|
|
2014
Q4 | – | Sell |
-201
| Closed | -$36K | – | 43 |
|
|
2014
Q3 | $36K | Buy |
+201
| New | +$36K | 0.02% | 38 |
|