MP
McDonald Partners’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 | $7.14M | Buy |
12,572
+2,093
| +20% | +$1.19M | 1.71% | 7 |
|
|
2025
Q1 | $5.39M | Buy |
10,479
+39
| +0.4% | +$20K | 1.4% | 10 |
|
|
2024
Q4 | $5.63M | Hold |
10,440
| – | – | 1.44% | 7 |
|
|
2024
Q3 | $5.51M | Hold |
10,440
| – | – | 1.38% | 11 |
|
|
2024
Q2 | $5.22M | Hold |
10,440
| – | – | 1.4% | 11 |
|
|
2024
Q1 | $5.02M | Hold |
10,440
| – | – | 1.38% | 11 |
|
|
2023
Q4 | $4.56M | Hold |
10,440
| – | – | 1.35% | 12 |
|
|
2023
Q3 | $4.1M | Hold |
10,440
| – | – | 1.33% | 10 |
|
|
2023
Q2 | $4.25M | Buy |
10,440
+25
| +0.2% | +$10.2K | 1.3% | 13 |
|
|
2023
Q1 | $3.92M | Hold |
10,415
| – | – | 1.27% | 14 |
|
|
2022
Q4 | $3.66M | Sell |
10,415
-2,985
| -22% | -$1.05M | 1.25% | 17 |
|
|
2022
Q3 | $4.4M | Sell |
13,400
-5,193
| -28% | -$1.7M | 1.68% | 9 |
|
|
2022
Q2 | $6.45M | Buy |
18,593
+191
| +1% | +$66.3K | 1.65% | 6 |
|
|
2022
Q1 | $7.64M | Buy |
18,402
+15,476
| +529% | +$6.43M | 1.67% | 5 |
|
|
2021
Q4 | $1.28M | Sell |
2,926
-13,376
| -82% | -$5.84M | 1.18% | 25 |
|
|
2021
Q3 | $6.43M | Hold |
16,302
| – | – | 1.51% | 8 |
|
|
2021
Q2 | $6.42M | Hold |
16,302
| – | – | 1.52% | 9 |
|
|
2021
Q1 | $5.94M | Hold |
16,302
| – | – | 1.53% | 9 |
|
|
2020
Q4 | $5.6M | Buy |
+16,302
| New | +$5.6M | 1.58% | 9 |
|