McNamara Financial 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 | $275K | Sell |
484
-7
| -1% | -$3.98K | 0.05% | 77 |
|
|
2025
Q1 | $252K | Sell |
491
-25
| -5% | -$12.8K | 0.05% | 78 |
|
|
2024
Q4 | $278K | Sell |
516
-26
| -5% | -$14K | 0.07% | 62 |
|
|
2024
Q3 | $286K | Sell |
542
-2
| -0.4% | -$1.06K | 0.06% | 77 |
|
|
2024
Q2 | $272K | Hold |
544
| – | – | 0.06% | 67 |
|
|
2024
Q1 | $262K | Hold |
544
| – | – | 0.06% | 64 |
|
|
2023
Q4 | $238K | Hold |
544
| – | – | 0.05% | 62 |
|
|
2023
Q3 | $214K | Hold |
544
| – | – | 0.05% | 62 |
|
|
2023
Q2 | $221K | Sell |
544
-7
| -1% | -$2.85K | 0.05% | 63 |
|
|
2023
Q1 | $207K | Buy |
+551
| New | +$207K | 0.05% | 63 |
|
|
2022
Q2 | – | Sell |
-547
| Closed | -$227K | – | 62 |
|
|
2022
Q1 | $227K | Hold |
547
| – | – | 0.06% | 56 |
|
|
2021
Q4 | $239K | Hold |
547
| – | – | 0.06% | 56 |
|
|
2021
Q3 | $216K | Hold |
547
| – | – | 0.06% | 59 |
|
|
2021
Q2 | $215K | Buy |
+547
| New | +$215K | 0.06% | 57 |
|