Meritage Portfolio Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $548K | Buy |
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|
2025
Q2 | $506K | Buy |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $713K | Buy |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $202K | Buy |
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