MPCL
My Personal CFO LLC’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 | $4.89M | Sell |
8,615
-450
| -5% | -$256K | 2.22% | 9 |
|
|
2025
Q1 | $4.66M | Buy |
9,065
+2,449
| +37% | +$1.26M | 2.35% | 10 |
|
|
2024
Q4 | $3.56M | Buy |
6,616
+1,152
| +21% | +$621K | 1.83% | 14 |
|
|
2024
Q3 | $2.88M | Buy |
5,464
+3,177
| +139% | +$1.68M | 1.58% | 17 |
|
|
2024
Q2 | $1.14M | Buy |
2,287
+90
| +4% | +$45K | 0.61% | 37 |
|
|
2024
Q1 | $1.06M | Buy |
+2,197
| New | +$1.06M | 0.61% | 41 |
|
|
2023
Q1 | – | Sell |
-179
| Closed | -$62.9K | – | 801 |
|
|
2022
Q4 | $62.9K | Buy |
+179
| New | +$62.9K | 0.06% | 120 |
|