MGO Private Wealth’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 | $36.6M | Buy |
64,417
+7,468
| +13% | +$4.24M | 23.43% | 1 |
|
|
2025
Q1 | $29.3M | Sell |
56,949
-848
| -1% | -$436K | 20.64% | 1 |
|
|
2024
Q4 | $31.1M | Buy |
57,797
+193
| +0.3% | +$104K | 22.16% | 1 |
|
|
2024
Q3 | $30.4M | Buy |
57,604
+7,177
| +14% | +$3.79M | 21.64% | 1 |
|
|
2024
Q2 | $25.2M | Sell |
50,427
-2,448
| -5% | -$1.22M | 15.84% | 1 |
|
|
2024
Q1 | $25.4M | Buy |
52,875
+5,098
| +11% | +$2.45M | 15.95% | 1 |
|
|
2023
Q4 | $20.9M | Sell |
47,777
-1,128
| -2% | -$493K | 14.35% | 1 |
|
|
2023
Q3 | $19.2M | Buy |
48,905
+7,623
| +18% | +$2.99M | 14.34% | 1 |
|
|
2023
Q2 | $16.8M | Buy |
41,282
+2,765
| +7% | +$1.13M | 12.66% | 1 |
|
|
2023
Q1 | $14.5M | Buy |
38,517
+5,634
| +17% | +$2.12M | 11.35% | 1 |
|
|
2022
Q4 | $11.6M | Buy |
32,883
+8,303
| +34% | +$2.92M | 5.27% | 2 |
|
|
2022
Q3 | $8.07M | Buy |
+24,580
| New | +$8.07M | 3.84% | 5 |
|