Midwest Heritage Bank’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 | $1.44M | Buy |
2,530
+106
| +4% | +$60.2K | 0.54% | 22 |
|
|
2025
Q1 | $1.25M | Buy |
2,424
+5
| +0.2% | +$2.57K | 0.51% | 23 |
|
|
2024
Q4 | $1.3M | Buy |
2,419
+8
| +0.3% | +$4.31K | 0.6% | 24 |
|
|
2024
Q3 | $1.27M | Buy |
2,411
+5
| +0.2% | +$2.64K | 0.6% | 22 |
|
|
2024
Q2 | $1.2M | Hold |
2,406
| – | – | 0.61% | 22 |
|
|
2024
Q1 | $1.16M | Buy |
2,406
+4
| +0.2% | +$1.92K | 0.61% | 24 |
|
|
2023
Q4 | $1.05M | Sell |
2,402
-200
| -8% | -$87.4K | 0.71% | 24 |
|
|
2023
Q3 | $1.02M | Sell |
2,602
-117
| -4% | -$45.9K | 0.77% | 24 |
|
|
2023
Q2 | $1.11M | Hold |
2,719
| – | – | 0.84% | 24 |
|
|
2023
Q1 | $1.02M | Sell |
2,719
-78
| -3% | -$29.3K | 0.82% | 24 |
|
|
2022
Q4 | $983K | Sell |
2,797
-220
| -7% | -$77.3K | 0.95% | 26 |
|
|
2022
Q3 | $990K | Sell |
3,017
-324
| -10% | -$106K | 1.04% | 22 |
|
|
2022
Q2 | $1.16M | Buy |
3,341
+428
| +15% | +$148K | 1.05% | 21 |
|
|
2022
Q1 | $1.21M | Buy |
2,913
+527
| +22% | +$219K | 0.95% | 20 |
|
|
2021
Q4 | $1.04M | Buy |
+2,386
| New | +$1.04M | 1.01% | 24 |
|