MWA
Monograph Wealth Advisors’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 | $4.4M | Buy |
7,726
+4,092
| +113% | +$2.33M | 0.54% | 28 |
|
|
2025
Q1 | $1.87M | Sell |
3,634
-11,020
| -75% | -$5.66M | 0.25% | 37 |
|
|
2024
Q4 | $7.9M | Buy |
14,654
+9,670
| +194% | +$5.21M | 1.04% | 18 |
|
|
2024
Q3 | $2.64M | Hold |
4,984
| – | – | 0.34% | 30 |
|
|
2024
Q2 | $2.5M | Hold |
4,984
| – | – | 0.37% | 31 |
|
|
2024
Q1 | $2.4M | Sell |
4,984
-1,332
| -21% | -$640K | 0.35% | 31 |
|
|
2023
Q4 | $2.76M | Sell |
6,316
-9,030
| -59% | -$3.94M | 0.5% | 23 |
|
|
2023
Q3 | $6.05M | Buy |
15,346
+13,079
| +577% | +$5.16M | 1.2% | 12 |
|
|
2023
Q2 | $927K | Hold |
2,267
| – | – | 0.2% | 34 |
|
|
2023
Q1 | $853K | Sell |
2,267
-1,029
| -31% | -$387K | 0.2% | 32 |
|
|
2022
Q4 | $1.16M | Hold |
3,296
| – | – | 0.31% | 27 |
|
|
2022
Q3 | $1.09M | Buy |
3,296
+24
| +0.7% | +$7.92K | 0.36% | 24 |
|
|
2022
Q2 | $1.14M | Hold |
3,272
| – | – | 0.33% | 27 |
|
|
2022
Q1 | $1.36M | Hold |
3,272
| – | – | 0.34% | 26 |
|
|
2021
Q4 | $1.43M | Buy |
+3,272
| New | +$1.43M | 0.36% | 26 |
|