MidWestOne 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 | $2.35M | Sell |
4,137
-287
| -6% | -$163K | 0.31% | 72 |
|
|
2025
Q1 | $2.27M | Sell |
4,424
-759
| -15% | -$390K | 0.32% | 72 |
|
|
2024
Q4 | $2.79M | Sell |
5,183
-631
| -11% | -$340K | 0.39% | 61 |
|
|
2024
Q3 | $3.07M | Sell |
5,814
-23
| -0.4% | -$12.1K | 0.42% | 47 |
|
|
2024
Q2 | $2.92M | Sell |
5,837
-266
| -4% | -$133K | 0.53% | 42 |
|
|
2024
Q1 | $2.93M | Sell |
6,103
-3,457
| -36% | -$1.66M | 0.53% | 44 |
|
|
2023
Q4 | $4.18M | Buy |
9,560
+1,359
| +17% | +$594K | 0.79% | 14 |
|
|
2023
Q3 | $3.22M | Buy |
8,201
+458
| +6% | +$180K | 0.73% | 22 |
|
|
2023
Q2 | $3.15M | Sell |
7,743
-104
| -1% | -$42.4K | 0.68% | 26 |
|
|
2023
Q1 | $2.95M | Buy |
7,847
+97
| +1% | +$36.5K | 0.67% | 20 |
|
|
2022
Q4 | $2.72M | Buy |
7,750
+864
| +13% | +$304K | 0.61% | 22 |
|
|
2022
Q3 | $2.26M | Buy |
6,886
+2,255
| +49% | +$740K | 0.58% | 32 |
|
|
2022
Q2 | $1.61M | Buy |
4,631
+851
| +23% | +$295K | 0.4% | 49 |
|
|
2022
Q1 | $1.57M | Sell |
3,780
-326
| -8% | -$135K | 0.34% | 66 |
|
|
2021
Q4 | $1.79M | Buy |
4,106
+997
| +32% | +$435K | 0.38% | 59 |
|
|
2021
Q3 | $1.23M | Buy |
3,109
+115
| +4% | +$45.3K | 0.29% | 78 |
|
|
2021
Q2 | $1.18M | Buy |
2,994
+58
| +2% | +$22.8K | 0.28% | 88 |
|
|
2021
Q1 | $1.07M | Buy |
2,936
+416
| +17% | +$152K | 0.26% | 90 |
|
|
2020
Q4 | $866K | Sell |
2,520
-268
| -10% | -$92.1K | 0.24% | 108 |
|
|
2020
Q3 | $858K | Buy |
+2,788
| New | +$858K | 0.28% | 99 |
|
|
2020
Q2 | – | Sell |
-3,204
| Closed | -$759K | – | 191 |
|
|
2020
Q1 | $759K | Sell |
3,204
-1,419
| -31% | -$336K | 0.28% | 85 |
|
|
2019
Q4 | $1.37M | Buy |
4,623
+3,519
| +319% | +$1.04M | 0.28% | 63 |
|
|
2019
Q3 | $301K | Buy |
1,104
+25
| +2% | +$6.82K | 0.09% | 173 |
|
|
2019
Q2 | $290K | Buy |
+1,079
| New | +$290K | 0.08% | 211 |
|