MidAtlantic Capital 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 | $567K | Hold |
999
| – | – | 0.4% | 58 |
|
2025
Q1 | $513K | Sell |
999
-7
| -0.7% | -$3.6K | 0.4% | 55 |
|
2024
Q4 | $542K | Buy |
1,006
+25
| +3% | +$13.5K | 0.4% | 54 |
|
2024
Q3 | $518K | Sell |
981
-22
| -2% | -$11.6K | 0.38% | 55 |
|
2024
Q2 | $501K | Buy |
1,003
+36
| +4% | +$18K | 0.42% | 50 |
|
2024
Q1 | $465K | Buy |
967
+140
| +17% | +$67.3K | 0.41% | 50 |
|
2023
Q4 | $361K | Buy |
+827
| New | +$361K | 0.35% | 57 |
|