MBM Wealth Consultants’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
Q2 | $43.5M | Buy |
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|
2025
Q1 | $38.7M | Buy |
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|
2024
Q4 | $40.1M | Buy |
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|
2024
Q3 | $39.1M | Buy |
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|
2024
Q2 | $37.7M | Buy |
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|
2024
Q1 | $35.3M | Buy |
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|
2023
Q4 | $33.2M | Buy |
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|
2023
Q3 | $27.9M | Buy |
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|
2023
Q2 | $28.4M | Buy |
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|
2023
Q1 | $25.3M | Hold |
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|
2022
Q4 | $20.9M | Buy |
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|
2022
Q3 | $19.6M | Buy |
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|
2022
Q2 | $18.4M | Buy |
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|
2022
Q1 | $21.1M | Buy |
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|
2021
Q4 | $14.3M | Buy |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $9.94M | Buy |
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|
2020
Q4 | $8.99M | Buy |
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|
2020
Q3 | $7.27M | Buy |
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|
2020
Q2 | $6.11M | Buy |
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|
2020
Q1 | $3.4M | Buy |
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|
2019
Q4 | $3.46M | Buy |
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|
2019
Q3 | $2.93M | Sell |
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|
2019
Q2 | $2.98M | Sell |
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|
2019
Q1 | $2.86M | Sell |
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|
2018
Q4 | $2.63M | Buy |
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