MA
Mutual 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 | $51.2M | Buy |
87,486
+7,476
| +9% | +$4.38M | 1.28% | 10 |
|
|
2025
Q1 | $40.5M | Sell |
80,010
-8,879
| -10% | -$4.49M | 1.16% | 10 |
|
|
2024
Q4 | $48.4M | Sell |
88,889
-3,534
| -4% | -$1.92M | 1.4% | 7 |
|
|
2024
Q3 | $49.2M | Buy |
92,423
+1,687
| +2% | +$898K | 1.44% | 8 |
|
|
2024
Q2 | $45.4M | Buy |
90,736
+10,504
| +13% | +$5.26M | 1.37% | 8 |
|
|
2024
Q1 | $38.6M | Buy |
80,232
+6,269
| +8% | +$3.01M | 1.24% | 9 |
|
|
2023
Q4 | $32.3M | Sell |
73,963
-418
| -0.6% | -$183K | 1.12% | 8 |
|
|
2023
Q3 | $29.2M | Buy |
74,381
+256
| +0.3% | +$101K | 1.14% | 10 |
|
|
2023
Q2 | $30.2M | Buy |
74,125
+321
| +0.4% | +$131K | 1.15% | 9 |
|
|
2023
Q1 | $27.8M | Buy |
73,804
+1,136
| +2% | +$427K | 1.14% | 8 |
|
|
2022
Q4 | $25.5M | Sell |
72,668
-383
| -0.5% | -$135K | 1.14% | 10 |
|
|
2022
Q3 | $24M | Buy |
73,051
+34,962
| +92% | +$11.5M | 1.23% | 10 |
|
|
2022
Q2 | $13.2M | Sell |
38,089
-719
| -2% | -$249K | 0.87% | 12 |
|
|
2022
Q1 | $16.1M | Buy |
38,808
+7,414
| +24% | +$3.08M | 0.9% | 12 |
|
|
2021
Q4 | $13.7M | Buy |
31,394
+1,558
| +5% | +$680K | 0.73% | 17 |
|
|
2021
Q3 | $11.8M | Buy |
29,836
+83
| +0.3% | +$32.7K | 0.7% | 17 |
|
|
2021
Q2 | $11.7M | Buy |
29,753
+380
| +1% | +$150K | 0.69% | 19 |
|
|
2021
Q1 | $10.7M | Sell |
29,373
-17,700
| -38% | -$6.45M | 0.73% | 15 |
|
|
2020
Q4 | $16.2M | Sell |
47,073
-2,448
| -5% | -$841K | 1.2% | 8 |
|
|
2020
Q3 | $15.2M | Sell |
49,521
-2,197
| -4% | -$676K | 1.32% | 8 |
|
|
2020
Q2 | $14.7M | Buy |
51,718
+18,877
| +57% | +$5.35M | 1.44% | 10 |
|
|
2020
Q1 | $7.78M | Sell |
32,841
-1,637
| -5% | -$388K | 1.06% | 16 |
|
|
2019
Q4 | $10.2M | Sell |
34,478
-3,311
| -9% | -$979K | 1.08% | 15 |
|
|
2019
Q3 | $10.3M | Buy |
37,789
+1,349
| +4% | +$368K | 1.36% | 9 |
|
|
2019
Q2 | $9.81M | Buy |
36,440
+3,720
| +11% | +$1M | 1.27% | 8 |
|
|
2019
Q1 | $8.49M | Buy |
32,720
+4,953
| +18% | +$1.29M | 1.26% | 11 |
|
|
2018
Q4 | $6.38M | Buy |
27,767
+2,109
| +8% | +$485K | 1.26% | 11 |
|
|
2018
Q3 | $6.85M | Buy |
25,658
+7,521
| +41% | +$2.01M | 1.04% | 16 |
|
|
2018
Q2 | $4.53M | Sell |
18,137
-540
| -3% | -$135K | 1.03% | 10 |
|
|
2018
Q1 | $4.52M | Buy |
18,677
+10,276
| +122% | +$2.49M | 1.15% | 9 |
|
|
2017
Q4 | $2.06M | Buy |
+8,401
| New | +$2.06M | 0.78% | 24 |
|