Meridian Wealth Advisors’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 | $1.91M | Buy |
3,368
+387
| +13% | +$220K | 0.3% | 56 |
|
|
2025
Q1 | $1.53M | Sell |
2,981
-4,394
| -60% | -$2.26M | 0.26% | 60 |
|
|
2024
Q4 | $3.97M | Buy |
7,375
+5,267
| +250% | +$2.84M | 0.66% | 39 |
|
|
2024
Q3 | $1.11M | Buy |
2,108
+4
| +0.2% | +$2.11K | 0.19% | 77 |
|
|
2024
Q2 | $1.05M | Buy |
2,104
+234
| +13% | +$117K | 0.19% | 81 |
|
|
2024
Q1 | $899K | Sell |
1,870
-113
| -6% | -$54.3K | 0.17% | 88 |
|
|
2023
Q4 | $866K | Buy |
1,983
+197
| +11% | +$86K | 0.19% | 85 |
|
|
2023
Q3 | $702K | Buy |
1,786
+2
| +0.1% | +$786 | 0.18% | 88 |
|
|
2023
Q2 | $727K | Sell |
1,784
-539
| -23% | -$220K | 0.18% | 93 |
|
|
2023
Q1 | $874K | Buy |
2,323
+214
| +10% | +$80.5K | 0.22% | 83 |
|
|
2022
Q4 | $741K | Sell |
2,109
-1,074
| -34% | -$377K | 0.19% | 93 |
|
|
2022
Q3 | $1.05M | Buy |
3,183
+713
| +29% | +$234K | 0.29% | 70 |
|
|
2022
Q2 | $857K | Buy |
2,470
+1,520
| +160% | +$527K | 0.23% | 89 |
|
|
2022
Q1 | $394K | Sell |
950
-5,745
| -86% | -$2.38M | 0.09% | 144 |
|
|
2021
Q4 | $2.92M | Buy |
6,695
+5,562
| +491% | +$2.43M | 0.71% | 35 |
|
|
2021
Q3 | $447K | Buy |
1,133
+186
| +20% | +$73.4K | 0.12% | 126 |
|
|
2021
Q2 | $373K | Buy |
947
+45
| +5% | +$17.7K | 0.11% | 140 |
|
|
2021
Q1 | $329K | Hold |
902
| – | – | 0.11% | 137 |
|
|
2020
Q4 | $310K | Buy |
902
+106
| +13% | +$36.4K | 0.11% | 137 |
|
|
2020
Q3 | $245K | Sell |
796
-800
| -50% | -$246K | 0.11% | 145 |
|
|
2020
Q2 | $452K | Buy |
+1,596
| New | +$452K | 0.21% | 98 |
|
|
2020
Q1 | – | Sell |
-408
| Closed | -$121K | – | 172 |
|
|
2019
Q4 | $121K | Buy |
+408
| New | +$121K | 0.05% | 161 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$46K | – | 387 |
|
|
2018
Q4 | $46K | Buy |
+200
| New | +$46K | 0.04% | 262 |
|