MONECO 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 | $1.18M | Sell |
2,070
-79
| -4% | -$44.9K | 0.11% | 179 |
|
|
2025
Q1 | $1.1M | Buy |
2,149
+220
| +11% | +$113K | 0.11% | 167 |
|
|
2024
Q4 | $1.04M | Buy |
1,929
+290
| +18% | +$156K | 0.11% | 177 |
|
|
2024
Q3 | $865K | Buy |
1,639
+135
| +9% | +$71.2K | 0.11% | 176 |
|
|
2024
Q2 | $752K | Sell |
1,504
-624
| -29% | -$312K | 0.11% | 179 |
|
|
2024
Q1 | $1.02M | Buy |
2,128
+742
| +54% | +$357K | 0.16% | 151 |
|
|
2023
Q4 | $605K | Buy |
1,386
+74
| +6% | +$32.3K | 0.12% | 191 |
|
|
2023
Q3 | $515K | Buy |
1,312
+204
| +18% | +$80.1K | 0.14% | 168 |
|
|
2023
Q2 | $451K | Sell |
1,108
-1
| -0.1% | -$407 | 0.12% | 188 |
|
|
2023
Q1 | $417K | Buy |
1,109
+202
| +22% | +$76K | 0.12% | 190 |
|
|
2022
Q4 | $319K | Sell |
907
-441
| -33% | -$155K | 0.12% | 188 |
|
|
2022
Q3 | $442K | Sell |
1,348
-212
| -14% | -$69.5K | 0.18% | 134 |
|
|
2022
Q2 | $541K | Sell |
1,560
-95
| -6% | -$32.9K | 0.21% | 113 |
|
|
2022
Q1 | $687K | Buy |
1,655
+83
| +5% | +$34.5K | 0.25% | 93 |
|
|
2021
Q4 | $646K | Buy |
1,572
+670
| +74% | +$275K | 0.24% | 98 |
|
|
2021
Q3 | $356K | Buy |
+902
| New | +$356K | 0.14% | 155 |
|
|
2021
Q2 | – | Sell |
-615
| Closed | -$224K | – | 234 |
|
|
2021
Q1 | $224K | Buy |
+615
| New | +$224K | 0.11% | 190 |
|