MFA
McClarren Financial Advisors’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 | $13.2M | Sell |
23,247
-7,348
| -24% | -$4.17M | 8.59% | 3 |
|
|
2025
Q1 | $12M | Buy |
+30,595
| New | +$12M | 7.91% | 4 |
|
|
2024
Q4 | – | Sell |
-28,648
| Closed | -$13.4K | – | 313 |
|
|
2024
Q3 | $13.4K | Sell |
28,648
-25,366
| -47% | -$11.9K | 1.68% | 14 |
|
|
2024
Q2 | $11.9M | Buy |
54,014
+30,740
| +132% | +$6.76M | 8.29% | 3 |
|
|
2024
Q1 | $11.2M | Sell |
23,274
-202
| -0.9% | -$97.1K | 8.04% | 3 |
|
|
2023
Q4 | $10.3M | Sell |
23,476
-557
| -2% | -$243K | 7.81% | 3 |
|
|
2023
Q3 | $9.43M | Buy |
24,033
+95
| +0.4% | +$37.3K | 8.22% | 3 |
|
|
2023
Q2 | $9.75M | Sell |
23,938
-41
| -0.2% | -$16.7K | 8.06% | 3 |
|
|
2023
Q1 | $8.98M | Buy |
23,979
+840
| +4% | +$315K | 8.17% | 3 |
|
|
2022
Q4 | $8.13M | Buy |
23,139
+938
| +4% | +$330K | 7.72% | 3 |
|
|
2022
Q3 | $7.29M | Buy |
22,201
+11,972
| +117% | +$3.93M | 7.26% | 3 |
|
|
2022
Q2 | $3.55M | Sell |
10,229
-11,204
| -52% | -$3.88M | 11.35% | 2 |
|
|
2022
Q1 | $8.9M | Buy |
21,433
+74
| +0.3% | +$30.7K | 6.44% | 4 |
|
|
2021
Q4 | $9.31M | Sell |
21,359
-1,225
| -5% | -$534K | 6.35% | 4 |
|
|
2021
Q3 | $8.91M | Sell |
22,584
-572
| -2% | -$226K | 6.94% | 4 |
|
|
2021
Q2 | $9.11M | Sell |
23,156
-6,028
| -21% | -$2.37M | 7.39% | 3 |
|
|
2021
Q1 | $10.6M | Sell |
29,184
-613
| -2% | -$223K | 9.51% | 2 |
|
|
2020
Q4 | $10.2M | Buy |
+29,797
| New | +$10.2M | 9.84% | 2 |
|