McKinley Carter Wealth Services’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
Q2 | $6.19M | Buy |
10,894
+2,393
| +28% | +$1.36M | 0.34% | 60 |
|
|
2025
Q1 | $4.37M | Buy |
8,501
+3,198
| +60% | +$1.64M | 0.27% | 72 |
|
|
2024
Q4 | $2.86M | Buy |
5,303
+802
| +18% | +$432K | 0.17% | 93 |
|
|
2024
Q3 | $2.38M | Buy |
4,501
+334
| +8% | +$176K | 0.14% | 107 |
|
|
2024
Q2 | $2.08M | Buy |
4,167
+129
| +3% | +$64.5K | 0.13% | 110 |
|
|
2024
Q1 | $1.94M | Buy |
4,038
+60
| +2% | +$28.8K | 0.13% | 109 |
|
|
2023
Q4 | $1.74M | Buy |
3,978
+53
| +1% | +$23.2K | 0.13% | 107 |
|
|
2023
Q3 | $1.54M | Buy |
3,925
+148
| +4% | +$58.1K | 0.12% | 118 |
|
|
2023
Q2 | $1.54M | Buy |
3,777
+792
| +27% | +$323K | 0.12% | 125 |
|
|
2023
Q1 | $1.12M | Buy |
2,985
+347
| +13% | +$131K | 0.09% | 137 |
|
|
2022
Q4 | $927K | Buy |
2,638
+1,327
| +101% | +$466K | 0.08% | 145 |
|
|
2022
Q3 | $430K | Buy |
1,311
+244
| +23% | +$80K | 0.04% | 198 |
|
|
2022
Q2 | $370K | Sell |
1,067
-174
| -14% | -$60.3K | 0.03% | 224 |
|
|
2022
Q1 | $515K | Sell |
1,241
-1,964
| -61% | -$815K | 0.04% | 198 |
|
|
2021
Q4 | $1.4M | Buy |
3,205
+1,653
| +107% | +$722K | 0.1% | 131 |
|
|
2021
Q3 | $612K | Sell |
1,552
-133
| -8% | -$52.4K | 0.05% | 170 |
|
|
2021
Q2 | $663K | Sell |
1,685
-337
| -17% | -$133K | 0.05% | 165 |
|
|
2021
Q1 | $737K | Sell |
2,022
-352
| -15% | -$128K | 0.06% | 159 |
|
|
2020
Q4 | $816K | Buy |
+2,374
| New | +$816K | 0.11% | 138 |
|
|
2020
Q1 | – | Sell |
-712
| Closed | -$211K | – | 183 |
|
|
2019
Q4 | $211K | Buy |
+712
| New | +$211K | 0.05% | 157 |
|
|
2018
Q2 | – | Sell |
-642
| Closed | -$155K | – | 378 |
|
|
2018
Q1 | $155K | Buy |
+642
| New | +$155K | 0.05% | 175 |
|