MSH Capital Advisors’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 | $1.93M | Buy |
3,405
+32
| +0.9% | +$18.2K | 0.56% | 53 |
|
|
2025
Q1 | $1.73M | Sell |
3,373
-995
| -23% | -$511K | 0.54% | 56 |
|
|
2024
Q4 | $2.35M | Buy |
4,368
+386
| +10% | +$208K | 0.74% | 40 |
|
|
2024
Q3 | $2.1M | Buy |
3,982
+272
| +7% | +$144K | 0.64% | 49 |
|
|
2024
Q2 | $1.86M | Buy |
3,710
+897
| +32% | +$449K | 0.62% | 53 |
|
|
2024
Q1 | $1.35M | Buy |
2,813
+431
| +18% | +$207K | 0.48% | 68 |
|
|
2023
Q4 | $1.04M | Sell |
2,382
-2,676
| -53% | -$1.17M | 0.39% | 76 |
|
|
2023
Q3 | $1.99M | Sell |
5,058
-85
| -2% | -$33.4K | 0.78% | 39 |
|
|
2023
Q2 | $2.09M | Buy |
5,143
+445
| +9% | +$181K | 0.77% | 40 |
|
|
2023
Q1 | $1.77M | Sell |
4,698
-253
| -5% | -$95.1K | 0.75% | 41 |
|
|
2022
Q4 | $1.74M | Buy |
4,951
+256
| +5% | +$90K | 0.79% | 40 |
|
|
2022
Q3 | $1.54M | Sell |
4,695
-113
| -2% | -$37.1K | 0.76% | 44 |
|
|
2022
Q2 | $1.67M | Buy |
4,808
+3
| +0.1% | +$1.04K | 0.77% | 44 |
|
|
2022
Q1 | $1.99M | Buy |
4,805
+315
| +7% | +$131K | 0.82% | 37 |
|
|
2021
Q4 | $1.96M | Buy |
+4,490
| New | +$1.96M | 0.88% | 36 |
|