MAA
Matrix Asset Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
24,444
+2,089
| +9% | +$1.19M | 1.4% | 28 |
|
|
2025
Q1 | $11.5M | Buy |
22,355
+2,246
| +11% | +$1.15M | 1.27% | 34 |
|
|
2024
Q4 | $10.8M | Buy |
20,109
+792
| +4% | +$427K | 1.18% | 31 |
|
|
2024
Q3 | $10.2M | Buy |
19,317
+1,683
| +10% | +$888K | 1.13% | 34 |
|
|
2024
Q2 | $8.82M | Sell |
17,634
-834
| -5% | -$417K | 1.05% | 34 |
|
|
2024
Q1 | $8.88M | Buy |
18,468
+3,902
| +27% | +$1.88M | 1.06% | 36 |
|
|
2023
Q4 | $6.36M | Buy |
14,566
+1,246
| +9% | +$544K | 0.81% | 39 |
|
|
2023
Q3 | $5.23M | Sell |
13,320
-1,600
| -11% | -$628K | 0.75% | 43 |
|
|
2023
Q2 | $6.08M | Buy |
14,920
+1,878
| +14% | +$765K | 0.84% | 41 |
|
|
2023
Q1 | $4.9M | Buy |
13,042
+546
| +4% | +$205K | 0.71% | 41 |
|
|
2022
Q4 | $4.39M | Buy |
12,496
+2,448
| +24% | +$860K | 0.66% | 44 |
|
|
2022
Q3 | $3.3M | Buy |
10,048
+158
| +2% | +$51.9K | 0.54% | 43 |
|
|
2022
Q2 | $3.43M | Buy |
9,890
+820
| +9% | +$284K | 0.53% | 43 |
|
|
2022
Q1 | $3.77M | Buy |
9,070
+1,121
| +14% | +$465K | 0.51% | 42 |
|
|
2021
Q4 | $3.47M | Buy |
7,949
+1,519
| +24% | +$663K | 0.45% | 43 |
|
|
2021
Q3 | $2.54M | Buy |
+6,430
| New | +$2.54M | 0.36% | 45 |
|