Ackerman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$296K | – | 203 |
|
|
2019
Q4 | $296K | Hold |
1,000
| – | – | 0.09% | 155 |
|
|
2019
Q3 | $273K | Hold |
1,000
| – | – | 0.09% | 111 |
|
|
2019
Q2 | $269 | Hold |
1,000
| – | – | ﹤0.01% | 139 |
|
|
2019
Q1 | $260 | Hold |
1,000
| – | – | ﹤0.01% | 139 |
|
|
2018
Q4 | $230 | Buy |
+1,000
| New | +$230 | 0.02% | 127 |
|
|
2018
Q1 | $245K | Sell |
1,000
-3,656
| -79% | -$896K | 0.1% | 74 |
|
|
2017
Q4 | $1.08M | Buy |
+4,656
| New | +$1.08M | 0.46% | 30 |
|
|
2017
Q2 | $1.66M | Buy |
+7,456
| New | +$1.66M | 0.69% | 27 |
|