Meridian Financial’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 | $1.07M | Buy |
1,884
+275
| +17% | +$156K | 0.69% | 32 |
|
|
2025
Q1 | $827K | Buy |
1,609
+288
| +22% | +$148K | 0.58% | 38 |
|
|
2024
Q4 | $712K | Buy |
1,321
+55
| +4% | +$29.6K | 0.49% | 43 |
|
|
2024
Q3 | $668K | Buy |
1,266
+56
| +5% | +$29.5K | 0.45% | 46 |
|
|
2024
Q2 | $605K | Buy |
1,210
+371
| +44% | +$186K | 0.44% | 47 |
|
|
2024
Q1 | $403K | Buy |
839
+21
| +3% | +$10.1K | 0.3% | 63 |
|
|
2023
Q4 | $358K | Sell |
818
-16
| -2% | -$7K | 0.28% | 66 |
|
|
2023
Q3 | $328K | Buy |
834
+92
| +12% | +$36.2K | 0.31% | 64 |
|
|
2023
Q2 | $302K | Buy |
742
+80
| +12% | +$32.6K | 0.27% | 70 |
|
|
2023
Q1 | $249K | Buy |
+662
| New | +$249K | 0.24% | 81 |
|