Meridian Financial Partners’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 | $26.6M | Sell |
46,853
-5,734
| -11% | -$3.26M | 12.51% | 1 |
|
|
2025
Q1 | $27M | Sell |
52,587
-2,608
| -5% | -$1.34M | 13.71% | 1 |
|
|
2024
Q4 | $29.7M | Sell |
55,195
-4,467
| -7% | -$2.41M | 15.7% | 1 |
|
|
2024
Q3 | $31.5M | Buy |
59,662
+489
| +0.8% | +$258K | 15.92% | 1 |
|
|
2024
Q2 | $30.1M | Buy |
+59,173
| New | +$30.1M | 17.86% | 1 |
|
|
2023
Q3 | – | Sell |
-49,928
| Closed | -$20.7M | – | 88 |
|
|
2023
Q2 | $20.7M | Buy |
+49,928
| New | +$20.7M | 12.47% | 1 |
|
|
2022
Q3 | – | Sell |
-47,451
| Closed | -$17.5M | – | 84 |
|
|
2022
Q2 | $17.5M | Buy |
+47,451
| New | +$17.5M | 11.87% | 1 |
|
|
2022
Q1 | – | Sell |
-41,756
| Closed | -$17.3M | – | 83 |
|
|
2021
Q4 | $17.3M | Buy |
41,756
+1,159
| +3% | +$481K | 11.74% | 1 |
|
|
2021
Q3 | $16.2M | Buy |
40,597
+1,202
| +3% | +$481K | 10.9% | 1 |
|
|
2021
Q2 | $15.6M | Buy |
39,395
+675
| +2% | +$267K | 10.66% | 2 |
|
|
2021
Q1 | $14.7M | Buy |
38,720
+1,858
| +5% | +$704K | 11.04% | 2 |
|
|
2020
Q4 | $13M | Buy |
36,862
+765
| +2% | +$270K | 10.05% | 2 |
|
|
2020
Q3 | $11.3M | Sell |
36,097
-5,897
| -14% | -$1.84M | 9.49% | 2 |
|
|
2020
Q2 | $12.3M | Sell |
41,994
-594
| -1% | -$174K | 11.15% | 2 |
|
|
2020
Q1 | $11M | Sell |
42,588
-178
| -0.4% | -$46.1K | 11.91% | 2 |
|
|
2019
Q4 | $12.7M | Buy |
42,766
+1,754
| +4% | +$523K | 12.77% | 2 |
|
|
2019
Q3 | $10.9M | Sell |
41,012
-135
| -0.3% | -$35.7K | 12.18% | 2 |
|
|
2019
Q2 | $11.3M | Sell |
41,147
-308
| -0.7% | -$84.4K | 12.6% | 2 |
|
|
2019
Q1 | $11M | Sell |
41,455
-453
| -1% | -$120K | 12.48% | 2 |
|
|
2018
Q4 | $9.63M | Buy |
+41,908
| New | +$9.63M | 12.96% | 2 |
|