MCC
Money Concepts Capital’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 | $44M | Buy |
77,398
+5,164
| +7% | +$2.93M | 2.94% | 6 |
|
|
2025
Q1 | $37.1M | Buy |
72,234
+3,443
| +5% | +$1.77M | 2.78% | 6 |
|
|
2024
Q4 | $37.1M | Buy |
68,791
+169
| +0.2% | +$91.1K | 2.76% | 6 |
|
|
2024
Q3 | $36.2M | Sell |
68,622
-513
| -0.7% | -$271K | 2.75% | 6 |
|
|
2024
Q2 | $34.6M | Buy |
69,135
+1,412
| +2% | +$706K | 2.9% | 3 |
|
|
2024
Q1 | $32.6M | Buy |
67,723
+2,805
| +4% | +$1.35M | 3% | 1 |
|
|
2023
Q4 | $28.4M | Sell |
64,918
-1,977
| -3% | -$864K | 2.63% | 2 |
|
|
2023
Q3 | $26.3M | Buy |
66,895
+4,438
| +7% | +$1.74M | 2.76% | 1 |
|
|
2023
Q2 | $25.4M | Sell |
62,457
-618,228
| -91% | -$252M | 2.59% | 1 |
|
|
2023
Q1 | $9.33M | Buy |
680,685
+594,068
| +686% | +$8.14M | 0.52% | 55 |
|
|
2022
Q4 | $30.4M | Buy |
86,617
+26,145
| +43% | +$9.19M | 1.36% | 17 |
|
|
2022
Q3 | $19.9M | Buy |
60,472
+2,659
| +5% | +$873K | 1.17% | 27 |
|
|
2022
Q2 | $20.3M | Sell |
57,813
-23,808
| -29% | -$8.34M | 1.8% | 7 |
|
|
2022
Q1 | $33.9M | Buy |
81,621
+25,049
| +44% | +$10.4M | 1.91% | 5 |
|
|
2021
Q4 | $24.7M | Buy |
+56,572
| New | +$24.7M | 2.09% | 3 |
|
|
2021
Q1 | $17.8M | Buy |
48,828
+1,965
| +4% | +$716K | 1.42% | 12 |
|
|
2020
Q4 | $16.1M | Buy |
+46,863
| New | +$16.1M | 1.49% | 10 |
|