M3 Advisory 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 | $5.54M | Buy |
9,757
+921
| +10% | +$523K | 3.83% | 5 |
|
|
2025
Q1 | $4.54M | Buy |
8,836
+1,020
| +13% | +$524K | 3.59% | 6 |
|
|
2024
Q4 | $4.21M | Buy |
7,816
+557
| +8% | +$300K | 3.02% | 7 |
|
|
2024
Q3 | $3.83M | Buy |
7,259
+837
| +13% | +$442K | 2.81% | 8 |
|
|
2024
Q2 | $3.21M | Sell |
6,422
-265
| -4% | -$133K | 2.64% | 10 |
|
|
2024
Q1 | $3.21M | Buy |
6,687
+745
| +13% | +$358K | 2.91% | 7 |
|
|
2023
Q4 | $2.6M | Buy |
+5,942
| New | +$2.6M | 3.04% | 8 |
|