MAM
McCarthy Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-125
| Closed | -$52K | – | 286 |
|
|
2022
Q1 | $52K | Hold |
125
| – | – | 0.04% | 77 |
|
|
2021
Q4 | $55K | Hold |
125
| – | – | 0.04% | 76 |
|
|
2021
Q3 | $49K | Hold |
125
| – | – | 0.04% | 84 |
|
|
2021
Q2 | $49K | Hold |
125
| – | – | 0.03% | 95 |
|
|
2021
Q1 | $46K | Hold |
125
| – | – | 0.04% | 95 |
|
|
2020
Q4 | $43K | Buy |
+125
| New | +$43K | 0.04% | 96 |
|