Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17.6M | Buy |
44,720
+4,412
| +11% | +$1.73M | 3.69% | 6 |
|
|
2023
Q2 | $16.4M | Buy |
40,308
+592
| +1% | +$241K | 3.32% | 6 |
|
|
2023
Q1 | $14.9M | Buy |
39,716
+749
| +2% | +$282K | 3.23% | 6 |
|
|
2022
Q4 | $13.7M | Buy |
38,967
+2,167
| +6% | +$761K | 3.13% | 5 |
|
|
2022
Q3 | $12.1M | Buy |
36,800
+2,239
| +6% | +$735K | 2.97% | 7 |
|
|
2022
Q2 | $12M | Buy |
34,561
+1,918
| +6% | +$665K | 2.91% | 7 |
|
|
2022
Q1 | $13.6M | Buy |
32,643
+1,278
| +4% | +$531K | 2.85% | 6 |
|
|
2021
Q4 | $13.7M | Buy |
31,365
+780
| +3% | +$341K | 2.74% | 7 |
|
|
2021
Q3 | $12.1M | Buy |
30,585
+96
| +0.3% | +$37.9K | 2.64% | 10 |
|
|
2021
Q2 | $12M | Buy |
30,489
+630
| +2% | +$248K | 2.65% | 10 |
|
|
2021
Q1 | $10.9M | Buy |
29,859
+1,106
| +4% | +$403K | 2.66% | 9 |
|
|
2020
Q4 | $9.88M | Buy |
28,753
+418
| +1% | +$144K | 2.61% | 8 |
|
|
2020
Q3 | $8.72M | Buy |
28,335
+853
| +3% | +$262K | 2.61% | 8 |
|
|
2020
Q2 | $7.79M | Buy |
27,482
+4,523
| +20% | +$1.28M | 2.56% | 8 |
|
|
2020
Q1 | $5.44M | Buy |
22,959
+19,610
| +586% | +$4.64M | 2.18% | 13 |
|
|
2019
Q4 | $991K | Buy |
+3,349
| New | +$991K | 0.28% | 71 |
|