Mather Group’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 | $37.3M | Buy |
65,584
+2,259
| +4% | +$1.28M | 0.4% | 35 |
|
|
2025
Q1 | $32.5M | Buy |
63,325
+1,018
| +2% | +$523K | 0.38% | 35 |
|
|
2024
Q4 | $33.6M | Buy |
62,307
+281
| +0.5% | +$151K | 0.44% | 34 |
|
|
2024
Q3 | $32.7M | Sell |
62,026
-13,159
| -18% | -$6.94M | 0.42% | 34 |
|
|
2024
Q2 | $36.1M | Buy |
75,185
+62,310
| +484% | +$30M | 0.45% | 30 |
|
|
2024
Q1 | $5.62M | Sell |
12,875
-1,059
| -8% | -$463K | 0.09% | 85 |
|
|
2023
Q4 | $6.09M | Buy |
13,934
+4,053
| +41% | +$1.77M | 0.1% | 86 |
|
|
2023
Q3 | $3.88M | Sell |
9,881
-46,655
| -83% | -$18.3M | 0.07% | 103 |
|
|
2023
Q2 | $23M | Buy |
56,536
+41,663
| +280% | +$17M | 0.37% | 32 |
|
|
2023
Q1 | $5.59M | Buy |
14,873
+5,803
| +64% | +$2.18M | 0.1% | 80 |
|
|
2022
Q4 | $3.19M | Sell |
9,070
-8
| -0.1% | -$2.81K | 0.06% | 104 |
|
|
2022
Q3 | $2.98M | Buy |
9,078
+607
| +7% | +$199K | 0.06% | 104 |
|
|
2022
Q2 | $2.94M | Buy |
8,471
+198
| +2% | +$68.7K | 0.07% | 99 |
|
|
2022
Q1 | $3.44M | Buy |
8,273
+370
| +5% | +$154K | 0.07% | 88 |
|
|
2021
Q4 | $3.45M | Buy |
7,903
+4,809
| +155% | +$2.1M | 0.07% | 77 |
|
|
2021
Q3 | $1.22M | Buy |
3,094
+1,571
| +103% | +$619K | 0.03% | 104 |
|
|
2021
Q2 | $599K | Buy |
1,523
+52
| +4% | +$20.5K | 0.02% | 145 |
|
|
2021
Q1 | $536K | Buy |
1,471
+122
| +9% | +$44.5K | 0.02% | 144 |
|
|
2020
Q4 | $464K | Buy |
1,349
+544
| +68% | +$187K | 0.02% | 143 |
|
|
2020
Q3 | $248K | Buy |
+805
| New | +$248K | 0.01% | 201 |
|