Mezzasalma Advisors’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 | $3.45M | Buy |
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|
2025
Q2 | $1.98M | Buy |
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2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $912K | Buy |
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|
2021
Q3 | $813K | Hold |
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|
2021
Q2 | $811K | Hold |
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|
2021
Q1 | $751K | Hold |
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|
2020
Q4 | $708K | Buy |
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