MCIA
Mountain Capital Investment Advisors’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 | $628K | Sell |
1,106
-149
| -12% | -$84.6K | 0.12% | 23 |
|
|
2025
Q1 | $631K | Sell |
1,255
-94,244
| -99% | -$47.3M | 0.14% | 23 |
|
|
2024
Q4 | $52.5M | Buy |
95,499
+65,941
| +223% | +$36.2M | 10.86% | 3 |
|
|
2024
Q3 | $16.2M | Buy |
29,558
+20,114
| +213% | +$11M | 3.56% | 7 |
|
|
2024
Q2 | $4.87M | Buy |
9,444
+9,002
| +2,037% | +$4.65M | 1.21% | 11 |
|
|
2024
Q1 | $211K | Sell |
442
-123
| -22% | -$58.7K | 0.06% | 44 |
|
|
2023
Q4 | $247K | Sell |
565
-66
| -10% | -$28.8K | 0.08% | 54 |
|
|
2023
Q3 | $256K | Sell |
631
-200
| -24% | -$81K | 0.1% | 48 |
|
|
2023
Q2 | $347K | Buy |
831
+95
| +13% | +$39.7K | 0.13% | 56 |
|
|
2023
Q1 | $280K | Buy |
736
+141
| +24% | +$53.6K | 0.12% | 58 |
|
|
2022
Q4 | $214K | Buy |
+595
| New | +$214K | 0.1% | 70 |
|