AFS
Annapolis Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.86M | Sell |
12,998
-157
| -1% | -$82.8K | 2.03% | 18 |
|
|
2024
Q2 | $6.58M | Sell |
13,155
-93
| -0.7% | -$46.5K | 2.13% | 16 |
|
|
2024
Q1 | $6.37M | Sell |
13,248
-986
| -7% | -$474K | 2.1% | 15 |
|
|
2023
Q4 | $6.22M | Sell |
14,234
-559
| -4% | -$244K | 1.56% | 20 |
|
|
2023
Q3 | $5.81M | Sell |
14,793
-821
| -5% | -$322K | 1.68% | 18 |
|
|
2023
Q2 | $6.36M | Sell |
15,614
-1,299
| -8% | -$529K | 1.81% | 18 |
|
|
2023
Q1 | $6.36M | Sell |
16,913
-568
| -3% | -$214K | 1.93% | 17 |
|
|
2022
Q4 | $6.14M | Sell |
17,481
-340
| -2% | -$119K | 1.99% | 18 |
|
|
2022
Q3 | $5.85M | Buy |
17,821
+943
| +6% | +$310K | 2.15% | 15 |
|
|
2022
Q2 | $5.86M | Sell |
16,878
-239
| -1% | -$82.9K | 2.13% | 16 |
|
|
2022
Q1 | $7.11M | Sell |
17,117
-211
| -1% | -$87.6K | 2.31% | 15 |
|
|
2021
Q4 | $7.57M | Sell |
17,328
-359
| -2% | -$157K | 2.35% | 14 |
|
|
2021
Q3 | $6.98M | Sell |
17,687
-1,787
| -9% | -$705K | 2.32% | 14 |
|
|
2021
Q2 | $7.66M | Buy |
19,474
+448
| +2% | +$176K | 2.57% | 12 |
|
|
2021
Q1 | $6.93M | Buy |
19,026
+171
| +0.9% | +$62.3K | 2.54% | 13 |
|
|
2020
Q4 | $6.48M | Buy |
+18,855
| New | +$6.48M | 2.52% | 14 |
|