Meridian Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,548
| Closed | -$260K | – | 553 |
|
2023
Q4 | $260K | Buy |
1,548
+32
| +2% | +$5.38K | 0.02% | 524 |
|
2023
Q3 | $225K | Buy |
1,516
+3
| +0.2% | +$446 | 0.01% | 498 |
|
2023
Q2 | $236K | Hold |
1,513
| – | – | 0.02% | 488 |
|
2023
Q1 | $222K | Buy |
1,513
+3
| +0.2% | +$440 | 0.02% | 490 |
|
2022
Q4 | $211K | Buy |
+1,510
| New | +$211K | 0.02% | 480 |
|