MAM
McLean Asset Management’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 | $815K | Buy |
1,429
+8
| +0.6% | +$4.56K | 0.21% | 57 |
|
|
2025
Q1 | $649K | Buy |
1,421
+21
| +2% | +$9.59K | 0.21% | 61 |
|
|
2024
Q4 | $754K | Buy |
1,400
+2
| +0.1% | +$1.08K | 0.23% | 60 |
|
|
2024
Q3 | $736K | Buy |
1,398
+12
| +0.9% | +$6.32K | 0.22% | 59 |
|
|
2024
Q2 | $715K | Buy |
1,386
+2
| +0.1% | +$1.03K | 0.23% | 55 |
|
|
2024
Q1 | $661K | Buy |
1,384
+47
| +4% | +$22.4K | 0.23% | 59 |
|
|
2023
Q4 | $575K | Buy |
1,337
+11
| +0.8% | +$4.73K | 0.22% | 57 |
|
|
2023
Q3 | $529K | Buy |
1,326
+42
| +3% | +$16.8K | 0.22% | 59 |
|
|
2023
Q2 | $523K | Buy |
1,284
+66
| +5% | +$26.9K | 0.21% | 59 |
|
|
2023
Q1 | $458K | Sell |
1,218
-3,024
| -71% | -$1.14M | 0.19% | 63 |
|
|
2022
Q4 | $1.49M | Buy |
4,242
+2,699
| +175% | +$948K | 0.51% | 31 |
|
|
2022
Q3 | $514K | Buy |
1,543
+3
| +0.2% | +$999 | 0.2% | 56 |
|
|
2022
Q2 | $543K | Buy |
1,540
+530
| +52% | +$187K | 0.22% | 52 |
|
|
2022
Q1 | $419K | Sell |
1,010
-213
| -17% | -$88.4K | 0.31% | 58 |
|
|
2021
Q4 | $530K | Buy |
1,223
+214
| +21% | +$92.7K | 0.21% | 50 |
|
|
2021
Q3 | $423K | Sell |
1,009
-215
| -18% | -$90.1K | 0.16% | 69 |
|
|
2021
Q2 | $485K | Sell |
1,224
-476
| -28% | -$189K | 0.22% | 49 |
|
|
2021
Q1 | $652K | Sell |
1,700
-449
| -21% | -$172K | 0.51% | 35 |
|
|
2020
Q4 | $739K | Buy |
+2,149
| New | +$739K | 0.65% | 28 |
|