MFA
Mayflower Financial 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 | $5.28M | Buy |
9,295
+262
| +3% | +$149K | 0.73% | 33 |
|
|
2025
Q1 | $4.64M | Buy |
9,033
+634
| +8% | +$326K | 0.71% | 34 |
|
|
2024
Q4 | $4.53M | Buy |
8,399
+565
| +7% | +$304K | 0.68% | 37 |
|
|
2024
Q3 | $4.13M | Buy |
7,834
+1,588
| +25% | +$838K | 0.62% | 39 |
|
|
2024
Q2 | $3.12M | Sell |
6,246
-803
| -11% | -$402K | 0.51% | 46 |
|
|
2024
Q1 | $3.39M | Sell |
7,049
-1,255
| -15% | -$603K | 0.57% | 43 |
|
|
2023
Q4 | $3.63M | Buy |
8,304
+41
| +0.5% | +$17.9K | 0.5% | 50 |
|
|
2023
Q3 | $3.24M | Sell |
8,263
-3,464
| -30% | -$1.36M | 0.49% | 45 |
|
|
2023
Q2 | $4.78M | Buy |
11,727
+68
| +0.6% | +$27.7K | 0.62% | 40 |
|
|
2023
Q1 | $4.38M | Buy |
11,659
+139
| +1% | +$52.3K | 0.58% | 42 |
|
|
2022
Q4 | $4.05M | Sell |
11,520
-327
| -3% | -$115K | 0.56% | 39 |
|
|
2022
Q3 | $3.89M | Sell |
11,847
-381
| -3% | -$125K | 0.63% | 35 |
|
|
2022
Q2 | $4.24M | Sell |
12,228
-195
| -2% | -$67.6K | 0.65% | 33 |
|
|
2022
Q1 | $5.16M | Sell |
12,423
-553
| -4% | -$230K | 0.69% | 31 |
|
|
2021
Q4 | $5.67M | Buy |
12,976
+757
| +6% | +$330K | 0.75% | 30 |
|
|
2021
Q3 | $5.06M | Sell |
12,219
-94
| -0.8% | -$38.9K | 0.68% | 34 |
|
|
2021
Q2 | $4.85M | Buy |
12,313
+270
| +2% | +$106K | 0.67% | 32 |
|
|
2021
Q1 | $4.39M | Buy |
12,043
+402
| +3% | +$146K | 0.65% | 32 |
|
|
2020
Q4 | $4M | Buy |
+11,641
| New | +$4M | 0.69% | 31 |
|