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 |
|