Midwest Financial Group’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 | $711K | Buy |
1,252
+235
| +23% | +$133K | 0.37% | 57 |
|
|
2025
Q1 | $523K | Buy |
1,017
+19
| +2% | +$9.76K | 0.3% | 63 |
|
|
2024
Q4 | $538K | Buy |
998
+456
| +84% | +$246K | 0.31% | 64 |
|
|
2024
Q3 | $286K | Buy |
542
+25
| +5% | +$13.2K | 0.17% | 93 |
|
|
2024
Q2 | $259K | Buy |
517
+20
| +4% | +$10K | 0.16% | 92 |
|
|
2024
Q1 | $239K | Buy |
497
+26
| +6% | +$12.5K | 0.16% | 97 |
|
|
2023
Q4 | $206K | Buy |
+471
| New | +$206K | 0.15% | 99 |
|