All Terrain Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | – | – | 83 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 81 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 76 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$255K | – | 88 |
|
|
2021
Q1 | $255K | Buy |
+700
| New | +$255K | 0.12% | 61 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$519K | – | 150 |
|
|
2019
Q1 | $519K | Sell |
2,000
-2
| -0.1% | -$519 | 0.18% | 65 |
|
|
2018
Q4 | $460K | Hold |
2,002
| – | – | 0.18% | 71 |
|
|
2018
Q3 | $535K | Sell |
2,002
-1,000
| -33% | -$267K | 0.22% | 72 |
|
|
2018
Q2 | $749K | Hold |
3,002
| – | – | 0.34% | 51 |
|
|
2018
Q1 | $727K | Buy |
3,002
+2
| +0.1% | +$484 | 0.33% | 57 |
|
|
2017
Q4 | $736K | Buy |
+3,000
| New | +$736K | 0.34% | 55 |
|