MBL Wealth’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
Q3 | $3.87M | Buy |
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|
2025
Q2 | $3.18M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $487K | Hold |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $481K | Hold |
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|
2022
Q1 | $576K | Buy |
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