MPS Loria Financial Planners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $499K | Buy |
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|
2025
Q2 | $461K | Hold |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $414K | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $264K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $56K | Buy |
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|
2020
Q2 | $52K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $99K | Buy |
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