Morling Financial 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 | $1.09M | Hold |
1,921
| – | – | 0.36% | 28 |
|
|
2025
Q1 | $987K | Hold |
1,921
| – | – | 0.34% | 30 |
|
|
2024
Q4 | $1.04M | Hold |
1,921
| – | – | 0.36% | 26 |
|
|
2024
Q3 | $1.01M | Hold |
1,921
| – | – | 0.39% | 27 |
|
|
2024
Q2 | $961K | Hold |
1,921
| – | – | 0.42% | 25 |
|
|
2024
Q1 | $923K | Buy |
1,921
+81
| +4% | +$38.9K | 0.53% | 28 |
|
|
2023
Q4 | $804K | Buy |
1,840
+84
| +5% | +$36.7K | 0.65% | 27 |
|
|
2023
Q3 | $690K | Sell |
1,756
-634
| -27% | -$249K | 0.68% | 27 |
|
|
2023
Q2 | $973K | Buy |
2,390
+681
| +40% | +$277K | 0.94% | 22 |
|
|
2023
Q1 | $643K | Buy |
1,709
+724
| +74% | +$272K | 0.69% | 28 |
|
|
2022
Q4 | $346K | Hold |
985
| – | – | 0.44% | 37 |
|
|
2022
Q3 | $323K | Hold |
985
| – | – | 0.44% | 35 |
|
|
2022
Q2 | $342K | Hold |
985
| – | – | 0.45% | 37 |
|
|
2022
Q1 | $409K | Sell |
985
-30
| -3% | -$12.5K | 0.52% | 30 |
|
|
2021
Q4 | $443K | Buy |
+1,015
| New | +$443K | 0.42% | 25 |
|