Meridian Wealth Partners’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 | $1.95M | Buy |
3,425
+2
| +0.1% | +$1.14K | 0.28% | 31 |
|
|
2025
Q1 | $1.76M | Sell |
3,423
-195
| -5% | -$100K | 0.28% | 31 |
|
|
2024
Q4 | $1.95M | Buy |
3,618
+4
| +0.1% | +$2.16K | 0.3% | 32 |
|
|
2024
Q3 | $1.91M | Buy |
3,614
+13
| +0.4% | +$6.86K | 0.3% | 30 |
|
|
2024
Q2 | $1.8M | Sell |
3,601
-158
| -4% | -$79K | 0.32% | 28 |
|
|
2024
Q1 | $1.81M | Sell |
3,759
-26
| -0.7% | -$12.5K | 0.33% | 29 |
|
|
2023
Q4 | $1.65M | Sell |
3,785
-1
| -0% | -$437 | 0.32% | 28 |
|
|
2023
Q3 | $1.49M | Buy |
3,786
+1,374
| +57% | +$540K | 0.31% | 28 |
|
|
2023
Q2 | $982K | Sell |
2,412
-59
| -2% | -$24K | 0.2% | 34 |
|
|
2023
Q1 | $929K | Sell |
2,471
-114
| -4% | -$42.9K | 0.2% | 33 |
|
|
2022
Q4 | $908K | Buy |
2,585
+135
| +6% | +$47.4K | 0.21% | 33 |
|
|
2022
Q3 | $804K | Buy |
2,450
+82
| +3% | +$26.9K | 0.2% | 33 |
|
|
2022
Q2 | $821K | Sell |
2,368
-10
| -0.4% | -$3.47K | 0.19% | 34 |
|
|
2022
Q1 | $987K | Sell |
2,378
-13
| -0.5% | -$5.4K | 0.21% | 36 |
|
|
2021
Q4 | $1.04M | Sell |
2,391
-43
| -2% | -$18.8K | 0.21% | 34 |
|
|
2021
Q3 | $960K | Sell |
2,434
-23
| -0.9% | -$9.07K | 0.21% | 33 |
|
|
2021
Q2 | $967K | Buy |
2,457
+58
| +2% | +$22.8K | 0.23% | 32 |
|
|
2021
Q1 | $874K | Buy |
2,399
+153
| +7% | +$55.7K | 0.26% | 32 |
|
|
2020
Q4 | $772K | Sell |
2,246
-49
| -2% | -$16.8K | 0.32% | 28 |
|
|
2020
Q3 | $706K | Buy |
2,295
+208
| +10% | +$64K | 0.36% | 26 |
|
|
2020
Q2 | $592K | Buy |
2,087
+1,030
| +97% | +$292K | 0.32% | 27 |
|
|
2020
Q1 | $250K | Buy |
1,057
+163
| +18% | +$38.6K | 0.15% | 46 |
|
|
2019
Q4 | $264K | Buy |
+894
| New | +$264K | 0.16% | 46 |
|