Matrix Private Capital 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
Q2 | $106K | Buy |
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|
2025
Q1 | $33.4K | Hold |
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|
2024
Q4 | $35K | Buy |
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|
2024
Q3 | $32.3K | Hold |
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|
2024
Q2 | $30.6K | Hold |
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|
2024
Q1 | $29.3K | Buy |
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|
2023
Q4 | $13.1K | Sell |
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|
2023
Q3 | $41.8K | Buy |
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|
2023
Q2 | $29.5K | Buy |
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|
2023
Q1 | $22K | Sell |
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|
2022
Q4 | $632K | Buy |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $176K | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $197K | Hold |
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|
2021
Q2 | $197K | Hold |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | $64K | Hold |
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|
2020
Q2 | $59K | Buy |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $36K | Buy |
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