Zuckerman Investment Group’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 | $15.8M | Buy |
27,821
+2,364
| +9% | +$1.34M | 1.53% | 25 |
|
|
2025
Q1 | $13.1M | Buy |
25,457
+512
| +2% | +$263K | 1.4% | 30 |
|
|
2024
Q4 | $13.7M | Buy |
24,945
+995
| +4% | +$547K | 1.32% | 31 |
|
|
2024
Q3 | $12.6M | Buy |
23,950
+186
| +0.8% | +$98.1K | 1.3% | 33 |
|
|
2024
Q2 | $11.9M | Buy |
23,764
+1,968
| +9% | +$984K | 1.37% | 33 |
|
|
2024
Q1 | $10.5M | Buy |
21,796
+1,151
| +6% | +$553K | 1.19% | 34 |
|
|
2023
Q4 | $9.02M | Buy |
20,645
+4,456
| +28% | +$1.95M | 1.16% | 35 |
|
|
2023
Q3 | $6.36M | Buy |
16,189
+1,636
| +11% | +$642K | 0.91% | 37 |
|
|
2023
Q2 | $5.93M | Buy |
14,553
+826
| +6% | +$336K | 0.85% | 40 |
|
|
2023
Q1 | $5.16M | Sell |
13,727
-240
| -2% | -$90.3K | 0.78% | 42 |
|
|
2022
Q4 | $4.91M | Buy |
13,967
+60
| +0.4% | +$21.1K | 0.78% | 45 |
|
|
2022
Q3 | $4.57M | Buy |
13,907
+546
| +4% | +$179K | 0.86% | 40 |
|
|
2022
Q2 | $4.64M | Buy |
13,361
+237
| +2% | +$82.2K | 0.84% | 42 |
|
|
2022
Q1 | $5.45M | Buy |
13,124
+813
| +7% | +$338K | 0.88% | 42 |
|
|
2021
Q4 | $5.38M | Buy |
12,311
+194
| +2% | +$84.7K | 0.83% | 43 |
|
|
2021
Q3 | $4.78M | Buy |
12,117
+37
| +0.3% | +$14.6K | 0.79% | 47 |
|
|
2021
Q2 | $4.75M | Buy |
12,080
+4,826
| +67% | +$1.9M | 0.75% | 46 |
|
|
2021
Q1 | $2.64M | Buy |
7,254
+5,301
| +271% | +$1.93M | 0.43% | 48 |
|
|
2020
Q4 | $671K | Buy |
1,953
+739
| +61% | +$254K | 0.12% | 60 |
|
|
2020
Q3 | $373K | Buy |
1,214
+136
| +13% | +$41.8K | 0.08% | 58 |
|
|
2020
Q2 | $306K | Buy |
+1,078
| New | +$306K | 0.07% | 61 |
|