McAdam LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.15M | Buy |
8,626
+753
| +10% | +$471K | 0.23% | 55 |
|
|
2025
Q4 | $4.94M | Buy |
7,873
+525
| +7% | +$326K | 0.23% | 55 |
|
|
2025
Q3 | $4.5M | Buy |
7,348
+474
| +7% | +$279K | 0.22% | 59 |
|
|
2025
Q2 | $3.9M | Sell |
6,874
-333
| -5% | -$175K | 0.21% | 61 |
|
|
2025
Q1 | $3.7M | Sell |
7,207
-273
| -4% | -$148K | 0.23% | 62 |
|
|
2024
Q4 | $4.03M | Buy |
7,480
+435
| +6% | +$236K | 0.22% | 62 |
|
|
2024
Q3 | $3.72M | Buy |
7,045
+81
| +1% | +$41.2K | 0.21% | 65 |
|
|
2024
Q2 | $3.48M | Buy |
6,964
+348
| +5% | +$167K | 0.21% | 62 |
|
|
2024
Q1 | $3.18M | Buy |
6,616
+1,154
| +21% | +$528K | 0.2% | 64 |
|
|
2023
Q4 | $2.39M | Buy |
5,462
+403
| +8% | +$165K | 0.17% | 72 |
|
|
2023
Q3 | $1.99M | Buy |
5,059
+101
| +2% | +$41.3K | 0.16% | 77 |
|
|
2023
Q2 | $2.02M | Buy |
4,958
+377
| +8% | +$145K | 0.17% | 76 |
|
|
2023
Q1 | $1.72M | Buy |
4,581
+2,243
| +96% | +$823K | 0.16% | 87 |
|
|
2022
Q4 | $1.02M | Sell |
2,338
-1,290
| -36% | -$456K | 0.1% | 76 |
|
|
2022
Q3 | $1.19M | Buy |
3,628
+65
| +2% | +$23.7K | 0.13% | 91 |
|
|
2022
Q2 | $1.24M | Buy |
3,563
+340
| +11% | +$128K | 0.13% | 92 |
|
|
2022
Q1 | $1.34M | Buy |
3,223
+885
| +38% | +$362K | 0.13% | 73 |
|
|
2021
Q4 | $1.02M | Buy |
2,338
+117
| +5% | +$49.4K | 0.1% | 76 |
|
|
2021
Q3 | $876K | Buy |
2,221
+105
| +5% | +$42.6K | 0.1% | 78 |
|
|
2021
Q2 | $857K | Buy |
2,116
+192
| +10% | +$73.7K | 0.1% | 74 |
|
|
2021
Q1 | $701K | Sell |
1,924
-2,234
| -54% | -$792K | 0.1% | 72 |
|
|
2020
Q4 | $1.45M | Buy |
4,158
+2,580
| +163% | +$841K | 0.22% | 56 |
|
|
2020
Q3 | $486K | Buy |
1,578
+391
| +33% | +$119K | 0.09% | 68 |
|
|
2020
Q2 | $336K | Sell |
1,187
-226
| -16% | -$60.8K | 0.07% | 79 |
|
|
2020
Q1 | $335K | Buy |
1,413
+38
| +3% | +$10.6K | 0.09% | 67 |
|
|
2019
Q4 | $407K | Buy |
1,375
+16
| +1% | +$4.53K | 0.1% | 52 |
|
|
2019
Q3 | $370K | Buy |
+1,359
| New | +$369K | 0.1% | 51 |
|
|
2018
Q4 | – | Sell |
-697
| Closed | -$187K | – | 602 |
|
|
2018
Q3 | $187K | Sell |
697
-156
| -18% | -$40.8K | 0.07% | 66 |
|
|
2018
Q2 | $213K | Sell |
853
-10
| -1% | -$2.48K | 0.09% | 55 |
|
|
2018
Q1 | $209K | Buy |
+863
| New | +$217K | 0.1% | 55 |
|
Other funds holding VOO
VGA
AA