McDonald Partners’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 | $7.14M | Buy |
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|
2025
Q1 | $5.39M | Buy |
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|
2024
Q4 | $5.63M | Hold |
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|
2024
Q3 | $5.51M | Hold |
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|
2024
Q2 | $5.22M | Hold |
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|
2024
Q1 | $5.02M | Hold |
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|
2023
Q4 | $4.56M | Hold |
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|
2023
Q3 | $4.1M | Hold |
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|
2023
Q2 | $4.25M | Buy |
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|
2023
Q1 | $3.92M | Hold |
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|
2022
Q4 | $3.66M | Sell |
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|
2022
Q3 | $4.4M | Sell |
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|
2022
Q2 | $6.45M | Buy |
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|
2022
Q1 | $7.64M | Buy |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $6.43M | Hold |
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|
2021
Q2 | $6.42M | Hold |
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|
2021
Q1 | $5.94M | Hold |
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|
2020
Q4 | $5.6M | Buy |
|