Meridian Investment Counsel’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 | $1.9M | Buy |
3,345
+20
| +0.6% | +$11.4K | 0.52% | 62 |
|
|
2025
Q1 | $1.71M | Buy |
3,325
+180
| +6% | +$92.5K | 0.5% | 69 |
|
|
2024
Q4 | $1.69M | Buy |
3,145
+753
| +31% | +$406K | 0.51% | 60 |
|
|
2024
Q3 | $1.26M | Buy |
2,392
+954
| +66% | +$503K | 0.38% | 79 |
|
|
2024
Q2 | $719K | Buy |
1,438
+18
| +1% | +$9K | 0.23% | 112 |
|
|
2024
Q1 | $683K | Sell |
1,420
-5
| -0.4% | -$2.4K | 0.23% | 106 |
|
|
2023
Q4 | $622K | Sell |
1,425
-1
| -0.1% | -$437 | 0.21% | 110 |
|
|
2023
Q3 | $560K | Buy |
1,426
+16
| +1% | +$6.28K | 0.21% | 112 |
|
|
2023
Q2 | $574K | Hold |
1,410
| – | – | 0.2% | 113 |
|
|
2023
Q1 | $530K | Hold |
1,410
| – | – | 0.2% | 113 |
|
|
2022
Q4 | $495K | Hold |
1,410
| – | – | 0.2% | 118 |
|
|
2022
Q3 | $463K | Hold |
1,410
| – | – | 0.21% | 117 |
|
|
2022
Q2 | $489K | Hold |
1,410
| – | – | 0.2% | 117 |
|
|
2022
Q1 | $585K | Hold |
1,410
| – | – | 0.2% | 112 |
|
|
2021
Q4 | $616K | Hold |
1,410
| – | – | 0.2% | 110 |
|
|
2021
Q3 | $556K | Buy |
+1,410
| New | +$556K | 0.2% | 109 |
|