MLL
Moody Lynn & Lieberson’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 | $813K | Sell |
1,432
-106
| -7% | -$60.2K | 0.05% | 134 |
|
|
2025
Q1 | $790K | Sell |
1,538
-7
| -0.5% | -$3.6K | 0.05% | 134 |
|
|
2024
Q4 | $832K | Buy |
1,545
+60
| +4% | +$32.3K | 0.05% | 128 |
|
|
2024
Q3 | $784K | Sell |
1,485
-10
| -0.7% | -$5.28K | 0.05% | 144 |
|
|
2024
Q2 | $748K | Sell |
1,495
-105
| -7% | -$52.5K | 0.05% | 135 |
|
|
2024
Q1 | $769K | Sell |
1,600
-16
| -1% | -$7.69K | 0.05% | 131 |
|
|
2023
Q4 | $706K | Hold |
1,616
| – | – | 0.05% | 135 |
|
|
2023
Q3 | $635K | Hold |
1,616
| – | – | 0.05% | 130 |
|
|
2023
Q2 | $658K | Buy |
1,616
+10
| +0.6% | +$4.07K | 0.05% | 132 |
|
|
2023
Q1 | $604K | Hold |
1,606
| – | – | 0.05% | 138 |
|
|
2022
Q4 | $564K | Buy |
+1,606
| New | +$564K | 0.05% | 146 |
|