Market Street Wealth Management Advisors’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 | $6.49M | Sell |
11,417
-29
| -0.3% | -$16.5K | 1.06% | 21 |
|
|
2025
Q1 | $5.88M | Sell |
11,446
-59
| -0.5% | -$30.3K | 1% | 22 |
|
|
2024
Q4 | $6.2M | Sell |
11,505
-40
| -0.3% | -$21.6K | 1.04% | 21 |
|
|
2024
Q3 | $6.09M | Sell |
11,545
-300
| -3% | -$158K | 1% | 21 |
|
|
2024
Q2 | $5.92M | Sell |
11,845
-190
| -2% | -$95K | 1.02% | 21 |
|
|
2024
Q1 | $5.79M | Sell |
12,035
-83
| -0.7% | -$39.9K | 1.02% | 21 |
|
|
2023
Q4 | $5.29M | Buy |
12,118
+97
| +0.8% | +$42.4K | 1.11% | 20 |
|
|
2023
Q3 | $4.72M | Buy |
12,021
+450
| +4% | +$177K | 1.21% | 22 |
|
|
2023
Q2 | $4.71M | Sell |
11,571
-63
| -0.5% | -$25.7K | 1.2% | 22 |
|
|
2023
Q1 | $4.38M | Sell |
11,634
-2,037
| -15% | -$766K | 1.15% | 22 |
|
|
2022
Q4 | $4.8M | Buy |
13,671
+12,686
| +1,288% | +$4.46M | 1.39% | 19 |
|
|
2022
Q3 | $323K | Buy |
985
+294
| +43% | +$96.4K | 0.1% | 78 |
|
|
2022
Q2 | $240K | Buy |
+691
| New | +$240K | 0.07% | 78 |
|