MWA
MFA Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
1,918
+692
| +56% | +$393K | 0.26% | 50 |
|
|
2025
Q1 | $630K | Buy |
+1,226
| New | +$630K | 0.16% | 53 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 387 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 490 |
|
|
2024
Q2 | – | Sell |
-452
| Closed | -$217K | – | 529 |
|
|
2024
Q1 | $217K | Buy |
+452
| New | +$217K | 0.06% | 82 |
|
|
2022
Q3 | – | Sell |
-1,663
| Closed | -$577K | – | 64 |
|
|
2022
Q2 | $577K | Sell |
1,663
-9
| -0.5% | -$3.12K | 0.21% | 44 |
|
|
2022
Q1 | $694K | Buy |
1,672
+50
| +3% | +$20.8K | 0.22% | 46 |
|
|
2021
Q4 | $708K | Hold |
1,622
| – | – | 0.3% | 42 |
|
|
2021
Q3 | $640K | Hold |
1,622
| – | – | 0.29% | 42 |
|
|
2021
Q2 | $638K | Sell |
1,622
-266
| -14% | -$105K | 0.29% | 43 |
|
|
2021
Q1 | $688K | Hold |
1,888
| – | – | 0.33% | 38 |
|
|
2020
Q4 | $649K | Hold |
1,888
| – | – | 0.58% | 26 |
|
|
2020
Q3 | $581K | Sell |
1,888
-55
| -3% | -$16.9K | 0.62% | 25 |
|
|
2020
Q2 | $551K | Buy |
1,943
+55
| +3% | +$15.6K | 0.36% | 33 |
|
|
2020
Q1 | $447K | Hold |
1,888
| – | – | 0.43% | 35 |
|
|
2019
Q4 | $558K | Hold |
1,888
| – | – | 0.4% | 28 |
|
|
2019
Q3 | $515K | Hold |
1,888
| – | – | 0.42% | 29 |
|
|
2019
Q2 | $508K | Hold |
1,888
| – | – | 0.38% | 31 |
|
|
2019
Q1 | $490K | Hold |
1,888
| – | – | 0.32% | 42 |
|
|
2018
Q4 | $434K | Hold |
1,888
| – | – | 0.43% | 28 |
|
|
2018
Q3 | $472K | Hold |
1,888
| – | – | 0.35% | 36 |
|
|
2018
Q2 | $494K | Hold |
1,888
| – | – | 0.32% | 40 |
|
|
2018
Q1 | $461K | Buy |
+1,888
| New | +$461K | 0.35% | 37 |
|