Mogy Joel R Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Hold |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $920K | Sell |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $362K | Hold |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $235K | Buy |
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