Meitav Investment House’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-936,409
| Closed | -$409M | – | 353 |
|
2023
Q4 | $409M | Sell |
936,409
-30,467
| -3% | -$13.3M | 6.01% | 1 |
|
2023
Q3 | $384M | Buy |
966,876
+15,665
| +2% | +$6.23M | 6.23% | 1 |
|
2023
Q2 | $384M | Buy |
951,211
+90,642
| +11% | +$36.6M | 6.17% | 1 |
|
2023
Q1 | $325M | Buy |
860,569
+245,678
| +40% | +$92.8M | 5.61% | 2 |
|
2022
Q4 | $217M | Sell |
614,891
-199,583
| -25% | -$70.5M | 3.73% | 4 |
|
2022
Q3 | $272M | Sell |
814,474
-53,492
| -6% | -$17.9M | 4.8% | 3 |
|
2022
Q2 | $301M | Buy |
867,966
+319,319
| +58% | +$111M | 5.14% | 2 |
|
2022
Q1 | $227M | Buy |
548,647
+130,050
| +31% | +$53.9M | 3.37% | 4 |
|
2021
Q4 | $183M | Buy |
418,597
+14,568
| +4% | +$6.36M | 2.98% | 4 |
|
2021
Q3 | $160M | Buy |
404,029
+249,137
| +161% | +$98.6M | 2.62% | 4 |
|
2021
Q2 | $61.1M | Buy |
154,892
+85,338
| +123% | +$33.7M | 1.56% | 12 |
|
2021
Q1 | $25.4K | Buy |
69,554
+48,150
| +225% | +$17.6K | 0.71% | 44 |
|
2020
Q4 | $7.35M | Sell |
21,404
-8,642
| -29% | -$2.97M | 0.29% | 77 |
|
2020
Q3 | $9.24M | Buy |
30,046
+15,034
| +100% | +$4.62M | 0.46% | 61 |
|
2020
Q2 | $4.26M | Buy |
15,012
+6,526
| +77% | +$1.85M | 0.26% | 72 |
|
2020
Q1 | $2.01M | Buy |
8,486
+4,227
| +99% | +$1M | 0.15% | 90 |
|
2019
Q4 | $1.26M | Sell |
4,259
-734
| -15% | -$217K | 0.09% | 137 |
|
2019
Q3 | $1.37M | Sell |
4,993
-2,709
| -35% | -$745K | 0.1% | 127 |
|
2019
Q2 | $2.07M | Sell |
7,702
-65,771
| -90% | -$17.7M | 0.14% | 88 |
|
2019
Q1 | $19.1M | Buy |
73,473
+410
| +0.6% | +$106K | 1.07% | 28 |
|
2018
Q4 | $16.7M | Sell |
73,063
-97,723
| -57% | -$22.3M | 1.03% | 33 |
|
2018
Q3 | $45.7M | Sell |
170,786
-43,369
| -20% | -$11.6M | 2.23% | 8 |
|
2018
Q2 | $53.1M | Buy |
214,155
+28,309
| +15% | +$7.02M | 2.37% | 7 |
|
2018
Q1 | $45M | Buy |
185,846
+87,897
| +90% | +$21.3M | 2.29% | 10 |
|
2017
Q4 | $24M | Buy |
+97,949
| New | +$24M | 1.4% | 22 |
|