Mogy Joel R Investment Counsel’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 | $1.02M | Hold |
1,790
| – | – | 0.06% | 62 |
|
|
2025
Q1 | $920K | Sell |
1,790
-200
| -10% | -$103K | 0.06% | 66 |
|
|
2024
Q4 | $1.07M | Hold |
1,990
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $1.05M | Sell |
1,990
-600
| -23% | -$317K | 0.06% | 67 |
|
|
2024
Q2 | $1.3M | Buy |
2,590
+1,670
| +182% | +$835K | 0.08% | 59 |
|
|
2024
Q1 | $442K | Hold |
920
| – | – | 0.03% | 81 |
|
|
2023
Q4 | $402K | Hold |
920
| – | – | 0.03% | 84 |
|
|
2023
Q3 | $361K | Sell |
920
-18
| -2% | -$7.07K | 0.03% | 87 |
|
|
2023
Q2 | $382K | Sell |
938
-52
| -5% | -$21.2K | 0.03% | 94 |
|
|
2023
Q1 | $372K | Buy |
990
+20
| +2% | +$7.52K | 0.03% | 97 |
|
|
2022
Q4 | $341K | Buy |
970
+52
| +6% | +$18.3K | 0.03% | 91 |
|
|
2022
Q3 | $301K | Hold |
918
| – | – | 0.03% | 94 |
|
|
2022
Q2 | $318K | Hold |
918
| – | – | 0.03% | 95 |
|
|
2022
Q1 | $381K | Hold |
918
| – | – | 0.03% | 94 |
|
|
2021
Q4 | $401K | Sell |
918
-1
| -0.1% | -$437 | 0.03% | 99 |
|
|
2021
Q3 | $362K | Hold |
919
| – | – | 0.03% | 96 |
|
|
2021
Q2 | $362K | Hold |
919
| – | – | 0.03% | 97 |
|
|
2021
Q1 | $335K | Buy |
919
+42
| +5% | +$15.3K | 0.03% | 98 |
|
|
2020
Q4 | $301K | Buy |
877
+9
| +1% | +$3.09K | 0.03% | 99 |
|
|
2020
Q3 | $267K | Buy |
868
+38
| +5% | +$11.7K | 0.03% | 99 |
|
|
2020
Q2 | $235K | Buy |
+830
| New | +$235K | 0.03% | 101 |
|