MAS
Madden Advisory Services’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 | $17.9M | Buy |
31,471
+685
| +2% | +$389K | 7.62% | 2 |
|
2025
Q1 | $15.8M | Buy |
30,786
+147
| +0.5% | +$75.5K | 7.37% | 2 |
|
2024
Q4 | $16.5M | Buy |
30,639
+731
| +2% | +$394K | 7.66% | 2 |
|
2024
Q3 | $15.8M | Buy |
29,908
+789
| +3% | +$416K | 7.23% | 2 |
|
2024
Q2 | $14.6M | Buy |
29,119
+1,160
| +4% | +$580K | 7.4% | 2 |
|
2024
Q1 | $13.4M | Sell |
27,959
-315
| -1% | -$151K | 7.08% | 2 |
|
2023
Q4 | $12.4M | Buy |
28,274
+104
| +0.4% | +$45.4K | 6.96% | 2 |
|
2023
Q3 | $11.1M | Buy |
28,170
+568
| +2% | +$223K | 7% | 2 |
|
2023
Q2 | $11.2M | Buy |
27,602
+989
| +4% | +$403K | 7.28% | 3 |
|
2023
Q1 | $10M | Buy |
26,613
+680
| +3% | +$256K | 7.02% | 2 |
|
2022
Q4 | $9.11M | Buy |
25,933
+756
| +3% | +$266K | 6.82% | 2 |
|
2022
Q3 | $8.27M | Sell |
25,177
-103
| -0.4% | -$33.8K | 6.6% | 2 |
|
2022
Q2 | $8.77M | Sell |
25,280
-210
| -0.8% | -$72.8K | 6.64% | 2 |
|
2022
Q1 | $10.6M | Buy |
25,490
+614
| +2% | +$255K | 7.19% | 3 |
|
2021
Q4 | $10.9M | Buy |
24,876
+637
| +3% | +$278K | 7.13% | 3 |
|
2021
Q3 | $9.56M | Sell |
24,239
-279
| -1% | -$110K | 6.84% | 3 |
|
2021
Q2 | $9.65M | Sell |
24,518
-535
| -2% | -$211K | 7.14% | 3 |
|
2021
Q1 | $9.13M | Buy |
25,053
+1,920
| +8% | +$699K | 7.14% | 3 |
|
2020
Q4 | $7.95M | Buy |
23,133
+3,030
| +15% | +$1.04M | 6.68% | 3 |
|
2020
Q3 | $6.18M | Buy |
20,103
+493
| +3% | +$152K | 5.89% | 4 |
|
2020
Q2 | $5.56M | Sell |
19,610
-8,092
| -29% | -$2.29M | 5.76% | 3 |
|
2020
Q1 | $6.56M | Buy |
27,702
+22,540
| +437% | +$5.34M | 4.55% | 6 |
|
2019
Q4 | $1.53M | Buy |
5,162
+1,046
| +25% | +$309K | 1% | 31 |
|
2019
Q3 | $1.12M | Sell |
4,116
-417
| -9% | -$114K | 0.8% | 40 |
|
2019
Q2 | $1.22M | Sell |
4,533
-296
| -6% | -$79.7K | 0.76% | 39 |
|
2019
Q1 | $1.25M | Buy |
4,829
+214
| +5% | +$55.5K | 0.67% | 44 |
|
2018
Q4 | $1.06M | Buy |
4,615
+63
| +1% | +$14.5K | 0.64% | 46 |
|
2018
Q3 | $1.22M | Buy |
4,552
+503
| +12% | +$134K | 0.73% | 39 |
|
2018
Q2 | $1.01M | Buy |
4,049
+317
| +8% | +$79.1K | 0.64% | 41 |
|
2018
Q1 | $903K | Buy |
3,732
+356
| +11% | +$86.1K | 0.55% | 46 |
|
2017
Q4 | $828K | Buy |
3,376
+504
| +18% | +$124K | 0.5% | 50 |
|
2017
Q3 | $662K | Buy |
2,872
+256
| +10% | +$59K | 0.42% | 61 |
|
2017
Q2 | $580K | Buy |
2,616
+763
| +41% | +$169K | 0.38% | 63 |
|
2017
Q1 | $400K | Buy |
1,853
+610
| +49% | +$132K | 0.26% | 70 |
|
2016
Q4 | $255K | Sell |
1,243
-2,989
| -71% | -$613K | 0.17% | 77 |
|
2016
Q3 | $840K | Buy |
+4,232
| New | +$840K | 0.52% | 55 |
|