Mosaic Family Wealth Partners’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 | $3.48M | Buy |
6,120
+27
| +0.4% | +$15.3K | 0.44% | 32 |
|
|
2025
Q1 | $3.13M | Buy |
6,093
+624
| +11% | +$321K | 0.44% | 30 |
|
|
2024
Q4 | $2.95M | Buy |
5,469
+47
| +0.9% | +$25.3K | 0.43% | 31 |
|
|
2024
Q3 | $2.86M | Buy |
5,422
+298
| +6% | +$157K | 0.42% | 33 |
|
|
2024
Q2 | $2.56M | Buy |
+5,124
| New | +$2.56M | 0.41% | 33 |
|
|
2023
Q1 | – | Sell |
-588
| Closed | -$207K | – | 187 |
|
|
2022
Q4 | $207K | Buy |
+588
| New | +$207K | 0.06% | 168 |
|