MPMG
Minneapolis Portfolio Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-981
| Closed | -$345K | – | 31 |
|
2022
Q4 | $345K | Buy |
+981
| New | +$345K | 0.05% | 30 |
|
2021
Q4 | – | Sell |
-959
| Closed | -$378K | – | 31 |
|
2021
Q3 | $378K | Buy |
959
+4
| +0.4% | +$1.58K | 0.04% | 32 |
|
2021
Q2 | $376K | Buy |
955
+3
| +0.3% | +$1.18K | 0.04% | 31 |
|
2021
Q1 | $347K | Hold |
952
| – | – | 0.04% | 30 |
|
2020
Q4 | $327K | Buy |
952
+8
| +0.8% | +$2.75K | 0.04% | 31 |
|
2020
Q3 | $291K | Buy |
944
+4
| +0.4% | +$1.23K | 0.04% | 29 |
|
2020
Q2 | $266K | Hold |
940
| – | – | 0.04% | 28 |
|
2020
Q1 | $223K | Buy |
+940
| New | +$223K | 0.04% | 29 |
|