McDaniel Terry & Co’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-447
| Closed | -$241K | – | 106 |
|
|
2024
Q4 | $241K | Buy |
+447
| New | +$241K | 0.02% | 94 |
|
|
2024
Q1 | – | Sell |
-2,567
| Closed | -$1.12M | – | 103 |
|
|
2023
Q4 | $1.12M | Buy |
+2,567
| New | +$1.12M | 0.11% | 50 |
|
|
2023
Q1 | – | Sell |
-2,509
| Closed | -$882K | – | 101 |
|
|
2022
Q4 | $882K | Buy |
+2,509
| New | +$882K | 0.1% | 45 |
|