American Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $435K | Hold |
824
| – | – | 0.34% | 34 |
|
|
2024
Q2 | $412K | Hold |
824
| – | – | 0.29% | 36 |
|
|
2024
Q1 | $396K | Buy |
824
+74
| +10% | +$35.6K | 0.29% | 30 |
|
|
2023
Q4 | $328K | Sell |
750
-105
| -12% | -$45.9K | 0.25% | 33 |
|
|
2023
Q3 | $336K | Buy |
855
+105
| +14% | +$41.2K | 0.22% | 23 |
|
|
2023
Q2 | $305K | Buy |
+750
| New | +$305K | 0.2% | 27 |
|