MBTD
Mechanics Bank - Trust Department’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 | $3.72M | Buy |
6,554
+149
| +2% | +$84.6K | 0.53% | 49 |
|
|
2025
Q1 | $3.29M | Sell |
6,405
-540
| -8% | -$278K | 0.45% | 63 |
|
|
2024
Q4 | $3.74M | Buy |
6,945
+960
| +16% | +$517K | 0.5% | 53 |
|
|
2024
Q3 | $3.16M | Buy |
5,985
+841
| +16% | +$444K | 0.42% | 61 |
|
|
2024
Q2 | $2.57M | Hold |
5,144
| – | – | 0.37% | 68 |
|
|
2024
Q1 | $2.47M | Buy |
5,144
+4,180
| +434% | +$2.01M | 0.36% | 72 |
|
|
2023
Q4 | $421K | Buy |
+964
| New | +$421K | 0.07% | 146 |
|