MHR
Matthew Hamilton Rosenberg’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 | $398K | Buy |
701
+30
| +4% | +$17K | 0.09% | 108 |
|
|
2025
Q1 | $345K | Buy |
671
+106
| +19% | +$54.5K | 0.09% | 103 |
|
|
2024
Q4 | $304K | Hold |
565
| – | – | 0.08% | 124 |
|
|
2024
Q3 | $298K | Buy |
565
+120
| +27% | +$63.3K | 0.08% | 131 |
|
|
2024
Q2 | $223K | Hold |
445
| – | – | 0.07% | 163 |
|
|
2024
Q1 | $214K | Buy |
445
+10
| +2% | +$4.8K | 0.06% | 175 |
|
|
2023
Q4 | $190K | Sell |
435
-13
| -3% | -$5.68K | 0.06% | 185 |
|
|
2023
Q3 | $176K | Hold |
448
| – | – | 0.06% | 189 |
|
|
2023
Q2 | $182K | Sell |
448
-249
| -36% | -$101K | 0.06% | 189 |
|
|
2023
Q1 | $262K | Buy |
697
+406
| +140% | +$153K | 0.08% | 145 |
|
|
2022
Q4 | $102K | Buy |
291
+163
| +127% | +$57.3K | 0.03% | 301 |
|
|
2022
Q3 | $42K | Sell |
128
-574
| -82% | -$188K | 0.02% | 483 |
|
|
2022
Q2 | $246K | Buy |
702
+570
| +432% | +$200K | 0.09% | 135 |
|
|
2022
Q1 | $55K | Hold |
132
| – | – | 0.02% | 446 |
|
|
2021
Q4 | $58K | Hold |
132
| – | – | 0.02% | 395 |
|
|
2021
Q3 | $52K | Buy |
132
+46
| +53% | +$18.1K | 0.02% | 388 |
|
|
2021
Q2 | $34K | Hold |
86
| – | – | 0.02% | 417 |
|
|
2021
Q1 | $31K | Buy |
86
+4
| +5% | +$1.44K | 0.02% | 394 |
|
|
2020
Q4 | $28K | Hold |
82
| – | – | 0.02% | 390 |
|
|
2020
Q3 | $25K | Hold |
82
| – | – | 0.02% | 375 |
|
|
2020
Q2 | $23K | Buy |
+82
| New | +$23K | 0.02% | 404 |
|