MFT
Moisand Fitzgerald Tamayo’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
26,130
-1,120
| -4% | -$636K | 1.88% | 13 |
|
|
2025
Q1 | $14M | Sell |
27,250
-1,487
| -5% | -$764K | 1.94% | 15 |
|
|
2024
Q4 | $15.5M | Sell |
28,737
-1,515
| -5% | -$816K | 2.19% | 13 |
|
|
2024
Q3 | $16M | Sell |
30,252
-1,209
| -4% | -$638K | 2.19% | 14 |
|
|
2024
Q2 | $15.7M | Sell |
31,461
-1,559
| -5% | -$780K | 2.36% | 13 |
|
|
2024
Q1 | $15.9M | Sell |
33,020
-1,849
| -5% | -$889K | 2.43% | 13 |
|
|
2023
Q4 | $15.2M | Sell |
34,869
-2,219
| -6% | -$969K | 2.63% | 11 |
|
|
2023
Q3 | $14.6M | Sell |
37,088
-1,507
| -4% | -$592K | 3.07% | 10 |
|
|
2023
Q2 | $15.7M | Sell |
38,595
-1,188
| -3% | -$484K | 3.21% | 10 |
|
|
2023
Q1 | $15M | Sell |
39,783
-413
| -1% | -$155K | 3.19% | 10 |
|
|
2022
Q4 | $14.1M | Sell |
40,196
-1,211
| -3% | -$425K | 3.22% | 10 |
|
|
2022
Q3 | $13.6M | Buy |
41,407
+183
| +0.4% | +$60.1K | 3.73% | 9 |
|
|
2022
Q2 | $14.3M | Buy |
41,224
+15,912
| +63% | +$5.52M | 3.85% | 8 |
|
|
2022
Q1 | $10.5M | Sell |
25,312
-19,376
| -43% | -$8.04M | 4.78% | 5 |
|
|
2021
Q4 | $19.5M | Sell |
44,688
-8,020
| -15% | -$3.5M | 5.49% | 3 |
|
|
2021
Q3 | $20.8M | Sell |
52,708
-4,139
| -7% | -$1.63M | 6.99% | 1 |
|
|
2021
Q2 | $22.4M | Sell |
56,847
-995
| -2% | -$392K | 8.12% | 1 |
|
|
2021
Q1 | $21.1M | Buy |
57,842
+941
| +2% | +$343K | 9.1% | 1 |
|
|
2020
Q4 | $19.6M | Sell |
56,901
-1,898
| -3% | -$652K | 8.81% | 1 |
|
|
2020
Q3 | $18.1M | Sell |
58,799
-2,481
| -4% | -$763K | 9.36% | 1 |
|
|
2020
Q2 | $17.4M | Sell |
61,280
-2,675
| -4% | -$758K | 9.57% | 1 |
|
|
2020
Q1 | $15.1M | Sell |
63,955
-4,104
| -6% | -$972K | 9.88% | 1 |
|
|
2019
Q4 | $20.1M | Sell |
68,059
-1,533
| -2% | -$453K | 10.39% | 1 |
|
|
2019
Q3 | $19M | Sell |
69,592
-2,794
| -4% | -$762K | 10.27% | 1 |
|
|
2019
Q2 | $19.5M | Sell |
72,386
-2,241
| -3% | -$603K | 10.61% | 1 |
|
|
2019
Q1 | $19.4M | Sell |
74,627
-1,736
| -2% | -$451K | 10.76% | 1 |
|
|
2018
Q4 | $17.5M | Sell |
76,363
-4,055
| -5% | -$932K | 10.98% | 1 |
|
|
2018
Q3 | $21.5M | Sell |
80,418
-2,507
| -3% | -$670K | 11.95% | 1 |
|
|
2018
Q2 | $20.7M | Sell |
82,925
-619
| -0.7% | -$154K | 12.03% | 1 |
|
|
2018
Q1 | $20.2M | Sell |
83,544
-3,408
| -4% | -$825K | 12.01% | 1 |
|
|
2017
Q4 | $21.3M | Sell |
86,952
-3,115
| -3% | -$764K | 12.36% | 2 |
|
|
2017
Q3 | $20.8M | Sell |
90,067
-1,023
| -1% | -$236K | 12.66% | 1 |
|
|
2017
Q2 | $20.2M | Sell |
91,090
-2,037
| -2% | -$452K | 13.77% | 1 |
|
|
2017
Q1 | $20.1M | Sell |
93,127
-990
| -1% | -$214K | 14.2% | 1 |
|
|
2016
Q4 | $19.3M | Buy |
94,117
+1,926
| +2% | +$395K | 14.34% | 1 |
|
|
2016
Q3 | $18.3M | Buy |
92,191
+6,708
| +8% | +$1.33M | 13.91% | 1 |
|
|
2016
Q2 | $16.4M | Buy |
85,483
+3,940
| +5% | +$757K | 13.41% | 1 |
|
|
2016
Q1 | $15.4M | Buy |
81,543
+7,818
| +11% | +$1.47M | 12.44% | 1 |
|
|
2015
Q4 | $13.8M | Buy |
+73,725
| New | +$13.8M | 11.84% | 1 |
|