Mather Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40.3M Buy
2025
Q2
$37.3M Buy
2025
Q1
$32.5M Buy
2024
Q4
$33.6M Buy
2024
Q3
$32.7M Sell
2024
Q2
$36.1M Buy
2024
Q1
$5.62M Sell
2023
Q4
$6.09M Buy
2023
Q3
$3.88M Sell
2023
Q2
$23M Buy
2023
Q1
$5.59M Buy
2022
Q4
$3.19M Sell
2022
Q3
$2.98M Buy
2022
Q2
$2.94M Buy
2022
Q1
$3.44M Buy
2021
Q4
$3.45M Buy
2021
Q3
$1.22M Buy
2021
Q2
$599K Buy
2021
Q1
$536K Buy
2020
Q4
$464K Buy
2020
Q3
$248K Buy