MWC
MBM Wealth Consultants’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 | $43.5M | Buy |
76,620
+1,348
| +2% | +$766K | 11.65% | 3 |
|
|
2025
Q1 | $38.7M | Buy |
75,272
+669
| +0.9% | +$344K | 11.43% | 3 |
|
|
2024
Q4 | $40.1M | Buy |
74,603
+448
| +0.6% | +$241K | 11.94% | 3 |
|
|
2024
Q3 | $39.1M | Buy |
74,155
+452
| +0.6% | +$239K | 12.34% | 3 |
|
|
2024
Q2 | $37.7M | Buy |
73,703
+258
| +0.4% | +$132K | 12.85% | 2 |
|
|
2024
Q1 | $35.3M | Buy |
73,445
+13
| +0% | +$6.25K | 12.42% | 3 |
|
|
2023
Q4 | $33.2M | Buy |
73,432
+2,930
| +4% | +$1.32M | 12.38% | 3 |
|
|
2023
Q3 | $27.9M | Buy |
70,502
+1,236
| +2% | +$490K | 12.15% | 3 |
|
|
2023
Q2 | $28.4M | Buy |
69,266
+9,455
| +16% | +$3.87M | 12.15% | 2 |
|
|
2023
Q1 | $25.3M | Hold |
59,811
| – | – | 10.31% | 3 |
|
|
2022
Q4 | $20.9M | Buy |
59,811
+1,980
| +3% | +$693K | 9.69% | 3 |
|
|
2022
Q3 | $19.6M | Buy |
57,831
+4,899
| +9% | +$1.66M | 9.44% | 3 |
|
|
2022
Q2 | $18.4M | Buy |
52,932
+2,097
| +4% | +$730K | 9.01% | 3 |
|
|
2022
Q1 | $21.1M | Buy |
50,835
+18,192
| +56% | +$7.55M | 8.77% | 3 |
|
|
2021
Q4 | $14.3M | Buy |
32,643
+2,920
| +10% | +$1.27M | 5.91% | 3 |
|
|
2021
Q3 | $11.7M | Buy |
29,723
+1,017
| +4% | +$401K | 5.35% | 3 |
|
|
2021
Q2 | $11.3M | Buy |
28,706
+1,409
| +5% | +$554K | 5.3% | 4 |
|
|
2021
Q1 | $9.94M | Buy |
27,297
+1,139
| +4% | +$415K | 5.05% | 6 |
|
|
2020
Q4 | $8.99M | Buy |
26,158
+2,534
| +11% | +$871K | 4.9% | 4 |
|
|
2020
Q3 | $7.27M | Buy |
23,624
+2,068
| +10% | +$636K | 4.64% | 6 |
|
|
2020
Q2 | $6.11M | Buy |
21,556
+7,192
| +50% | +$2.04M | 4.31% | 6 |
|
|
2020
Q1 | $3.4M | Buy |
14,364
+2,668
| +23% | +$632K | 2.82% | 11 |
|
|
2019
Q4 | $3.46M | Buy |
11,696
+950
| +9% | +$281K | 2.56% | 11 |
|
|
2019
Q3 | $2.93M | Sell |
10,746
-213
| -2% | -$58.1K | 2.3% | 11 |
|
|
2019
Q2 | $2.99M | Sell |
10,959
-44
| -0.4% | -$12K | 2.48% | 10 |
|
|
2019
Q1 | $2.86M | Sell |
11,003
-428
| -4% | -$111K | 2.5% | 10 |
|
|
2018
Q4 | $2.63M | Buy |
+11,431
| New | +$2.63M | 2.56% | 9 |
|