Altavista Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.47M | Sell |
10,241
-54
| -0.5% | -$23.6K | 0.9% | 31 |
|
|
2021
Q3 | $4.06M | Sell |
10,295
-586
| -5% | -$231K | 0.9% | 30 |
|
|
2021
Q2 | $4.28M | Sell |
10,881
-458
| -4% | -$180K | 0.93% | 29 |
|
|
2021
Q1 | $4.13M | Sell |
11,339
-12
| -0.1% | -$4.37K | 1.01% | 28 |
|
|
2020
Q4 | $3.9M | Buy |
11,351
+55
| +0.5% | +$18.9K | 0.99% | 31 |
|
|
2020
Q3 | $3.48M | Sell |
11,296
-588
| -5% | -$181K | 0.96% | 33 |
|
|
2020
Q2 | $3.37M | Buy |
11,884
+2,869
| +32% | +$813K | 0.98% | 32 |
|
|
2020
Q1 | $2.14M | Buy |
9,015
+1,868
| +26% | +$442K | 0.73% | 36 |
|
|
2019
Q4 | $2.11M | Buy |
7,147
+482
| +7% | +$143K | 0.63% | 44 |
|
|
2019
Q3 | $1.82M | Buy |
6,665
+280
| +4% | +$76.3K | 0.56% | 45 |
|
|
2019
Q2 | $1.72M | Buy |
6,385
+176
| +3% | +$47.4K | 0.55% | 45 |
|
|
2019
Q1 | $1.61M | Sell |
6,209
-71
| -1% | -$18.4K | 0.57% | 46 |
|
|
2018
Q4 | $1.44M | Buy |
6,280
+887
| +16% | +$204K | 0.59% | 46 |
|
|
2018
Q3 | $1.44M | Buy |
5,393
+1,226
| +29% | +$327K | 0.54% | 50 |
|
|
2018
Q2 | $1.04M | Buy |
4,167
+529
| +15% | +$132K | 0.42% | 63 |
|
|
2018
Q1 | $881K | Buy |
3,638
+576
| +19% | +$139K | 0.37% | 71 |
|
|
2017
Q4 | $751K | Buy |
3,062
+222
| +8% | +$54.4K | 0.32% | 76 |
|
|
2017
Q3 | $655K | Buy |
2,840
+240
| +9% | +$55.4K | 0.31% | 71 |
|
|
2017
Q2 | $577K | Buy |
2,600
+1,430
| +122% | +$317K | 0.29% | 75 |
|
|
2017
Q1 | $253K | Buy |
+1,170
| New | +$253K | 0.13% | 117 |
|