MPS Loria Financial Planners’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 | $461K | Hold |
812
| – | – | 0.14% | 49 |
|
|
2025
Q1 | $417K | Buy |
812
+26
| +3% | +$13.4K | 0.12% | 49 |
|
|
2024
Q4 | $424K | Buy |
786
+2
| +0.3% | +$1.08K | 0.13% | 48 |
|
|
2024
Q3 | $414K | Hold |
784
| – | – | 0.12% | 49 |
|
|
2024
Q2 | $392K | Hold |
784
| – | – | 0.13% | 51 |
|
|
2024
Q1 | $377K | Buy |
784
+30
| +4% | +$14.4K | 0.13% | 50 |
|
|
2023
Q4 | $329K | Hold |
754
| – | – | 0.12% | 54 |
|
|
2023
Q3 | $296K | Hold |
754
| – | – | 0.12% | 60 |
|
|
2023
Q2 | $307K | Hold |
754
| – | – | 0.12% | 61 |
|
|
2023
Q1 | $284K | Buy |
754
+117
| +18% | +$44K | 0.11% | 60 |
|
|
2022
Q4 | $224K | Hold |
637
| – | – | 0.1% | 67 |
|
|
2022
Q3 | $209K | Hold |
637
| – | – | 0.08% | 64 |
|
|
2022
Q2 | $220K | Hold |
637
| – | – | 0.1% | 66 |
|
|
2022
Q1 | $264K | Buy |
+637
| New | +$264K | 0.11% | 67 |
|
|
2020
Q4 | – | Sell |
-183
| Closed | -$56K | – | 642 |
|
|
2020
Q3 | $56K | Buy |
183
+1
| +0.5% | +$306 | 0.03% | 142 |
|
|
2020
Q2 | $52K | Buy |
+182
| New | +$52K | 0.03% | 142 |
|
|
2017
Q3 | – | Sell |
-436
| Closed | -$99K | – | 332 |
|
|
2017
Q2 | $99K | Buy |
+436
| New | +$99K | 0.07% | 115 |
|