MA Private Wealth’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 | $82.4M | Sell |
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|
2025
Q1 | $90.6M | Buy |
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|
2024
Q4 | $94M | Buy |
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|
2024
Q3 | $91M | Sell |
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|
2024
Q2 | $89.6M | Sell |
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|
2024
Q1 | $91M | Sell |
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|
2023
Q4 | $83.7M | Sell |
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|
2023
Q3 | $75.5M | Sell |
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|
2023
Q2 | $101M | Buy |
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|
2023
Q1 | $92.8M | Buy |
|
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|
2022
Q4 | $84.3M | Buy |
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|
2022
Q3 | $79.9M | Buy |
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|
2022
Q2 | $78.3M | Sell |
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|
2022
Q1 | $96.6M | Buy |
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|
2021
Q4 | $77.3M | Buy |
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|
2021
Q3 | $64.8M | Sell |
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|
2021
Q2 | $67.8M | Sell |
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|
2021
Q1 | $63.1M | Sell |
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|
2020
Q4 | $70.4M | Sell |
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|
2020
Q3 | $64.4M | Buy |
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|
2020
Q2 | $59.2M | Buy |
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|
2020
Q1 | $43.3M | Buy |
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|
2019
Q4 | $53M | Sell |
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|
2019
Q3 | $50.2M | Buy |
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|
2019
Q2 | $44.1M | Buy |
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|
2019
Q1 | $34.2M | Buy |
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|
2018
Q4 | $17.3M | Buy |
|