Mezzasalma Advisors’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 | $1.98M | Buy |
3,494
+6
| +0.2% | +$3.41K | 0.6% | 37 |
|
|
2025
Q1 | $1.79M | Buy |
3,488
+885
| +34% | +$455K | 0.62% | 35 |
|
|
2024
Q4 | $1.4M | Buy |
2,603
+420
| +19% | +$226K | 0.45% | 39 |
|
|
2024
Q3 | $1.15M | Buy |
+2,183
| New | +$1.15M | 0.45% | 38 |
|
|
2022
Q1 | – | Sell |
-2,088
| Closed | -$912K | – | 99 |
|
|
2021
Q4 | $912K | Buy |
2,088
+27
| +1% | +$11.8K | 0.49% | 39 |
|
|
2021
Q3 | $813K | Hold |
2,061
| – | – | 0.46% | 41 |
|
|
2021
Q2 | $811K | Hold |
2,061
| – | – | 0.45% | 41 |
|
|
2021
Q1 | $751K | Hold |
2,061
| – | – | 0.48% | 40 |
|
|
2020
Q4 | $708K | Buy |
+2,061
| New | +$708K | 0.45% | 41 |
|