Meritas 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 | $284K | Hold |
500
| – | – | 0.16% | 42 |
|
|
2025
Q1 | $257K | Buy |
500
+1
| +0.2% | +$514 | 0.15% | 42 |
|
|
2024
Q4 | $269K | Sell |
499
-10
| -2% | -$5.39K | 0.16% | 43 |
|
|
2024
Q3 | $269K | Hold |
509
| – | – | 0.17% | 43 |
|
|
2024
Q2 | $255K | Hold |
509
| – | – | 0.18% | 41 |
|
|
2024
Q1 | $245K | Hold |
509
| – | – | 0.17% | 42 |
|
|
2023
Q4 | $222K | Buy |
+509
| New | +$222K | 0.17% | 46 |
|
|
2023
Q3 | – | Sell |
-509
| Closed | -$207K | – | 44 |
|
|
2023
Q2 | $207K | Buy |
+509
| New | +$207K | 0.16% | 41 |
|