Mosaic Family Wealth Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
9,280
+28
| +0.3% | +$5.28K | 0.22% | 52 |
|
|
2025
Q1 | $1.7M | Buy |
9,252
+28
| +0.3% | +$5.16K | 0.24% | 46 |
|
|
2024
Q4 | $1.7M | Buy |
9,224
+165
| +2% | +$30.4K | 0.25% | 46 |
|
|
2024
Q3 | $1.73M | Buy |
9,059
+26
| +0.3% | +$4.96K | 0.26% | 43 |
|
|
2024
Q2 | $1.59M | Hold |
9,033
| – | – | 0.26% | 47 |
|
|
2024
Q1 | $1.63M | Buy |
9,033
+21
| +0.2% | +$3.79K | 0.27% | 42 |
|
|
2023
Q4 | $1.51M | Buy |
9,012
+10
| +0.1% | +$1.68K | 0.26% | 44 |
|
|
2023
Q3 | $1.34M | Buy |
9,002
+20
| +0.2% | +$2.97K | 0.27% | 43 |
|
|
2023
Q2 | $1.4M | Hold |
8,982
| – | – | 0.27% | 45 |
|
|
2023
Q1 | $1.32M | Buy |
8,982
+18
| +0.2% | +$2.64K | 0.28% | 46 |
|
|
2022
Q4 | $1.26M | Buy |
+8,964
| New | +$1.26M | 0.35% | 48 |
|