360 Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,129
| Closed | -$443K | – | 90 |
|
|
2023
Q3 | $443K | Hold |
1,129
| – | – | 0.28% | 40 |
|
|
2023
Q2 | $460K | Hold |
1,129
| – | – | 0.24% | 51 |
|
|
2023
Q1 | $425K | Hold |
1,129
| – | – | 0.22% | 56 |
|
|
2022
Q4 | $371K | Hold |
1,129
| – | – | 0.24% | 52 |
|
|
2022
Q3 | $371K | Hold |
1,129
| – | – | 0.24% | 52 |
|
|
2022
Q2 | $410K | Hold |
1,129
| – | – | 0.25% | 46 |
|
|
2022
Q1 | $474K | Hold |
1,129
| – | – | 0.23% | 53 |
|
|
2021
Q4 | $493K | Hold |
1,129
| – | – | 0.22% | 49 |
|
|
2021
Q3 | $445K | Hold |
1,129
| – | – | 0.23% | 49 |
|
|
2021
Q2 | $444K | Hold |
1,129
| – | – | 0.23% | 54 |
|
|
2021
Q1 | $411K | Hold |
1,129
| – | – | 0.23% | 47 |
|
|
2020
Q4 | $388K | Sell |
1,129
-917
| -45% | -$315K | 0.23% | 49 |
|
|
2020
Q3 | $630K | Hold |
2,046
| – | – | 0.44% | 30 |
|
|
2020
Q2 | $590K | Hold |
2,046
| – | – | 0.49% | 30 |
|
|
2020
Q1 | $485K | Buy |
2,046
+1,387
| +210% | +$329K | 0.51% | 30 |
|
|
2019
Q4 | $203K | Buy |
+659
| New | +$203K | 0.15% | 63 |
|