Meridian Management’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
$1.31M Hold
2,251
0.36% 45
2025
Q1
$1.16M Sell
2,251
-289
-11% -$149K 0.36% 42
2024
Q4
$1.37M Hold
2,540
0.36% 45
2024
Q3
$1.34M Sell
2,540
-45
-2% -$23.7K 0.34% 45
2024
Q2
$1.29M Buy
2,585
+102
+4% +$51K 0.36% 45
2024
Q1
$1.19M Sell
2,483
-20
-0.8% -$9.62K 0.33% 48
2023
Q4
$1.15M Hold
2,503
0.33% 46
2023
Q3
$983K Hold
2,503
0.32% 46
2023
Q2
$1.02M Sell
2,503
-57
-2% -$23.2K 0.32% 46
2023
Q1
$963K Buy
2,560
+345
+16% +$130K 0.32% 44
2022
Q4
$778K Buy
2,215
+275
+14% +$96.6K 0.28% 48
2022
Q3
$637K Hold
1,940
0.25% 48
2022
Q2
$673K Hold
1,940
0.26% 47
2022
Q1
$805K Hold
1,940
0.26% 52
2021
Q4
$847K Hold
1,940
0.25% 52
2021
Q3
$765K Hold
1,940
0.23% 51
2021
Q2
$763K Sell
1,940
-335
-15% -$132K 0.23% 54
2021
Q1
$829K Hold
2,275
0.26% 51
2020
Q4
$782K Hold
2,275
0.25% 49
2020
Q3
$700K Buy
2,275
+105
+5% +$32.3K 0.26% 49
2020
Q2
$615K Hold
2,170
0.25% 49
2020
Q1
$514K Sell
2,170
-325
-13% -$77K 0.25% 49
2019
Q4
$738K Hold
2,495
0.3% 48
2019
Q3
$680K Hold
2,495
0.3% 46
2019
Q2
$672K Hold
2,495
0.3% 47
2019
Q1
$648K Sell
2,495
-40
-2% -$10.4K 0.32% 47
2018
Q4
$583K Hold
2,535
0.3% 53
2018
Q3
$677K Hold
2,535
0.29% 56
2018
Q2
$633K Hold
2,535
0.29% 56
2018
Q1
$614K Hold
2,535
0.28% 53
2017
Q4
$622K Sell
2,535
-45
-2% -$11K 0.29% 55
2017
Q3
$595K Buy
2,580
+135
+6% +$31.1K 0.29% 52
2017
Q2
$543K Buy
2,445
+160
+7% +$35.5K 0.29% 49
2017
Q1
$494K Sell
2,285
-4,525
-66% -$978K 0.28% 48
2016
Q4
$1.4M Sell
6,810
-3,830
-36% -$786K 0.83% 41
2016
Q3
$2.11M Buy
10,640
+100
+0.9% +$19.9K 1.22% 32
2016
Q2
$2.03M Hold
10,540
1.23% 34
2016
Q1
$1.99M Buy
+10,540
New +$1.99M 1.22% 32