MAM
Morse Asset Management’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 | $306K | Hold |
538
| – | – | 0.07% | 136 |
|
|
2025
Q1 | $276K | Buy |
538
+8
| +2% | +$4.11K | 0.07% | 128 |
|
|
2024
Q4 | $286K | Hold |
530
| – | – | 0.07% | 136 |
|
|
2024
Q3 | $280K | Hold |
530
| – | – | 0.06% | 158 |
|
|
2024
Q2 | $265K | Sell |
530
-15
| -3% | -$7.5K | 0.06% | 135 |
|
|
2024
Q1 | $262K | Hold |
545
| – | – | 0.07% | 131 |
|
|
2023
Q4 | $238K | Sell |
545
-5
| -0.9% | -$2.18K | 0.07% | 122 |
|
|
2023
Q3 | $216K | Hold |
550
| – | – | 0.07% | 128 |
|
|
2023
Q2 | $224K | Sell |
550
-25
| -4% | -$10.2K | 0.07% | 134 |
|
|
2023
Q1 | $216K | Hold |
575
| – | – | 0.07% | 133 |
|
|
2022
Q4 | $202K | Buy |
+575
| New | +$202K | 0.07% | 129 |
|
|
2022
Q2 | – | Sell |
-575
| Closed | -$239K | – | 164 |
|
|
2022
Q1 | $239K | Hold |
575
| – | – | 0.06% | 157 |
|
|
2021
Q4 | $251K | Hold |
575
| – | – | 0.06% | 157 |
|
|
2021
Q3 | $227K | Buy |
+575
| New | +$227K | 0.05% | 150 |
|