Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-724
| Closed | -$295K | – | 119 |
|
|
2023
Q2 | $295K | Buy |
+724
| New | +$295K | 0.16% | 100 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$36K | – | 375 |
|
|
2021
Q1 | $36K | Hold |
100
| – | – | 0.02% | 216 |
|
|
2020
Q4 | $34K | Buy |
100
+1
| +1% | +$340 | 0.02% | 223 |
|
|
2020
Q3 | $30K | Hold |
99
| – | – | 0.02% | 220 |
|
|
2020
Q2 | $28K | Hold |
99
| – | – | 0.02% | 237 |
|
|
2020
Q1 | $23K | Buy |
99
+1
| +1% | +$232 | 0.02% | 238 |
|
|
2019
Q4 | $29K | Buy |
+98
| New | +$29K | 0.02% | 251 |
|