MW
MBL Wealth’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 | $3.18M | Buy |
5,591
+195
| +4% | +$111K | 0.3% | 63 |
|
|
2025
Q1 | $2.77M | Buy |
5,396
+160
| +3% | +$82.2K | 0.28% | 58 |
|
|
2024
Q4 | $2.82M | Buy |
5,236
+2,694
| +106% | +$1.45M | 0.28% | 59 |
|
|
2024
Q3 | $1.34M | Sell |
2,542
-16
| -0.6% | -$8.44K | 0.14% | 77 |
|
|
2024
Q2 | $1.28M | Sell |
2,558
-48
| -2% | -$24K | 0.14% | 74 |
|
|
2024
Q1 | $1.25M | Buy |
2,606
+1,344
| +106% | +$646K | 0.14% | 72 |
|
|
2023
Q4 | $551K | Buy |
1,262
+167
| +15% | +$72.9K | 0.07% | 113 |
|
|
2023
Q3 | $430K | Sell |
1,095
-27
| -2% | -$10.6K | 0.06% | 119 |
|
|
2023
Q2 | $457K | Sell |
1,122
-65
| -5% | -$26.5K | 0.06% | 115 |
|
|
2023
Q1 | $446K | Sell |
1,187
-200
| -14% | -$75.2K | 0.07% | 106 |
|
|
2022
Q4 | $487K | Hold |
1,387
| – | – | 0.09% | 101 |
|
|
2022
Q3 | $455K | Hold |
1,387
| – | – | 0.1% | 103 |
|
|
2022
Q2 | $481K | Hold |
1,387
| – | – | 0.12% | 96 |
|
|
2022
Q1 | $576K | Buy |
+1,387
| New | +$576K | 0.14% | 88 |
|