Midland Wealth 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 | $7.78M | Sell |
13,695
-13
| -0.1% | -$7.38K | 0.43% | 18 |
|
|
2025
Q1 | $7.04M | Sell |
13,708
-723
| -5% | -$372K | 0.41% | 19 |
|
|
2024
Q4 | $7.78M | Sell |
14,431
-1,228
| -8% | -$662K | 0.47% | 17 |
|
|
2024
Q3 | $8.26M | Buy |
15,659
+1
| +0% | +$528 | 0.48% | 17 |
|
|
2024
Q2 | $7.83M | Buy |
15,658
+683
| +5% | +$342K | 0.46% | 18 |
|
|
2024
Q1 | $7.2M | Sell |
14,975
-374
| -2% | -$180K | 0.44% | 17 |
|
|
2023
Q4 | $6.7M | Buy |
+15,349
| New | +$6.7M | 0.46% | 15 |
|