Axiom Financial Strategies’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
Q1
Sell
-2,155
Closed -$663K 86
2020
Q4
$663K Hold
2,155
0.4% 35
2020
Q3
$663K Buy
2,155
+3
+0.1% +$923 0.4% 35
2020
Q2
$610K Sell
2,152
-313
-13% -$88.7K 0.4% 34
2020
Q1
$584K Buy
+2,465
New +$584K 0.47% 33