MKT 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 | $21.9M | Sell |
38,649
-118
| -0.3% | -$67K | 8.69% | 2 |
|
|
2025
Q1 | $18M | Sell |
38,767
-525
| -1% | -$243K | 8.43% | 2 |
|
|
2024
Q4 | $21.6M | Sell |
39,292
-1,404
| -3% | -$771K | 9.41% | 2 |
|
|
2024
Q3 | $21.3M | Buy |
40,696
+1,335
| +3% | +$698K | 9.98% | 2 |
|
|
2024
Q2 | $20.1M | Buy |
39,361
+1,006
| +3% | +$514K | 10% | 2 |
|
|
2024
Q1 | $18.1M | Buy |
38,355
+431
| +1% | +$204K | 9.94% | 2 |
|
|
2023
Q4 | $16.3M | Buy |
37,924
+997
| +3% | +$429K | 10.76% | 2 |
|
|
2023
Q3 | $14.5M | Buy |
36,927
+2,323
| +7% | +$912K | 10.99% | 2 |
|
|
2023
Q2 | $14.5M | Buy |
34,604
+523
| +2% | +$220K | 10.26% | 3 |
|
|
2023
Q1 | $12.8M | Buy |
34,081
+619
| +2% | +$232K | 9.53% | 3 |
|
|
2022
Q4 | $12.2M | Buy |
33,462
+5,516
| +20% | +$2M | 9.16% | 3 |
|
|
2022
Q3 | $9.18M | Buy |
27,946
+61
| +0.2% | +$20K | 7.97% | 3 |
|
|
2022
Q2 | $9.85M | Buy |
27,885
+245
| +0.9% | +$86.5K | 7.68% | 3 |
|
|
2022
Q1 | $10.1M | Buy |
27,640
+12,186
| +79% | +$4.46M | 7.63% | 3 |
|
|
2021
Q4 | $6.16M | Buy |
+15,454
| New | +$6.16M | 4.82% | 3 |
|