Meridian Wealth 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 | $16.9M | Buy |
29,710
+1,304
| +5% | +$741K | 0.72% | 23 |
|
|
2025
Q1 | $14.6M | Sell |
28,406
-806
| -3% | -$414K | 0.71% | 22 |
|
|
2024
Q4 | $15.7M | Sell |
29,212
-332
| -1% | -$179K | 0.74% | 21 |
|
|
2024
Q3 | $15.6M | Buy |
+29,544
| New | +$15.6M | 0.77% | 20 |
|
|
2024
Q1 | – | Sell |
-25,708
| Closed | -$11.2M | – | 552 |
|
|
2023
Q4 | $11.2M | Buy |
25,708
+11,410
| +80% | +$4.98M | 0.72% | 23 |
|
|
2023
Q3 | $5.61M | Buy |
14,298
+656
| +5% | +$258K | 0.34% | 57 |
|
|
2023
Q2 | $5.56M | Sell |
13,642
-155
| -1% | -$63.1K | 0.47% | 35 |
|
|
2023
Q1 | $5.19M | Sell |
13,797
-725
| -5% | -$273K | 0.45% | 40 |
|
|
2022
Q4 | $5.1M | Sell |
14,522
-6,946
| -32% | -$2.44M | 0.5% | 37 |
|
|
2022
Q3 | $7.05M | Buy |
21,468
+6,100
| +40% | +$2M | 0.76% | 20 |
|
|
2022
Q2 | $5.33M | Sell |
15,368
-4,228
| -22% | -$1.47M | 0.44% | 49 |
|
|
2022
Q1 | $8.14M | Buy |
19,596
+7,065
| +56% | +$2.93M | 0.89% | 20 |
|
|
2021
Q4 | $5.47M | Buy |
12,531
+1,637
| +15% | +$715K | 0.58% | 29 |
|
|
2021
Q3 | $4.3M | Sell |
10,894
-1,260
| -10% | -$497K | 0.53% | 36 |
|
|
2021
Q2 | $4.78M | Buy |
12,154
+4,360
| +56% | +$1.72M | 0.61% | 31 |
|
|
2021
Q1 | $2.84M | Buy |
7,794
+4,048
| +108% | +$1.47M | 0.41% | 52 |
|
|
2020
Q4 | $1.29M | Buy |
3,746
+959
| +34% | +$329K | 0.2% | 95 |
|
|
2020
Q3 | $857K | Buy |
2,787
+1,526
| +121% | +$469K | 0.21% | 94 |
|
|
2020
Q2 | $357K | Buy |
1,261
+31
| +3% | +$8.78K | 0.12% | 146 |
|
|
2020
Q1 | $291K | Sell |
1,230
-1,004
| -45% | -$238K | 0.13% | 154 |
|
|
2019
Q4 | $660K | Sell |
2,234
-320
| -13% | -$94.5K | 0.32% | 64 |
|
|
2019
Q3 | $696K | Buy |
2,554
+274
| +12% | +$74.7K | 0.33% | 58 |
|
|
2019
Q2 | $6.14K | Buy |
2,280
+459
| +25% | +$1.24K | 0.25% | 64 |
|
|
2019
Q1 | $473K | Sell |
1,821
-52
| -3% | -$13.5K | 0.22% | 87 |
|
|
2018
Q4 | $430K | Buy |
1,873
+910
| +94% | +$209K | 0.25% | 77 |
|
|
2018
Q3 | $257K | Sell |
963
-1,896
| -66% | -$506K | 0.11% | 141 |
|
|
2018
Q2 | $585K | Buy |
+2,859
| New | +$585K | 0.28% | 69 |
|
|
2018
Q1 | – | Sell |
-1,201
| Closed | -$287K | – | 203 |
|
|
2017
Q4 | $287K | Buy |
1,201
+50
| +4% | +$11.9K | 0.18% | 130 |
|
|
2017
Q3 | $266K | Buy |
1,151
+81
| +8% | +$18.7K | 0.17% | 133 |
|
|
2017
Q2 | $238K | Buy |
1,070
+61
| +6% | +$13.6K | 0.15% | 143 |
|
|
2017
Q1 | $218K | Buy |
+1,009
| New | +$218K | 0.13% | 153 |
|