MSWM
Mader & Shannon Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-129,564
| Closed | -$33.6M | – | 19 |
|
|
2019
Q1 | $33.6M | Buy |
129,564
+658
| +0.5% | +$171K | 30.15% | 1 |
|
|
2018
Q4 | $29.6M | Sell |
128,906
-12,688
| -9% | -$2.92M | 24.13% | 1 |
|
|
2018
Q3 | $37.8M | Buy |
141,594
+4,142
| +3% | +$1.11M | 29.31% | 1 |
|
|
2018
Q2 | $34.3M | Buy |
137,452
+2,120
| +2% | +$529K | 41.44% | 1 |
|
|
2018
Q1 | $32.8M | Sell |
135,332
-4,603
| -3% | -$1.11M | 38.89% | 1 |
|
|
2017
Q4 | $34.3M | Sell |
139,935
-322
| -0.2% | -$79K | 25.09% | 1 |
|
|
2017
Q3 | $32.4M | Sell |
140,257
-4,854
| -3% | -$1.12M | 20.79% | 1 |
|
|
2017
Q2 | $32.2M | Sell |
145,111
-3,848
| -3% | -$854K | 44.4% | 1 |
|
|
2017
Q1 | $32.2M | Buy |
148,959
+1,334
| +0.9% | +$289K | 23.13% | 1 |
|
|
2016
Q4 | $30.3M | Buy |
+147,625
| New | +$30.3M | 25.2% | 1 |
|
|
2016
Q3 | – | Sell |
-218,099
| Closed | -$41.9M | – | 25 |
|
|
2016
Q2 | $41.9M | Buy |
218,099
+138,397
| +174% | +$26.6M | 30.07% | 1 |
|
|
2016
Q1 | $15M | Sell |
79,702
-73,528
| -48% | -$13.9M | 10.16% | 5 |
|
|
2015
Q4 | $28.6M | Buy |
+153,230
| New | +$28.6M | 25.34% | 1 |
|