Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $810K | Buy |
2,468
+103
| +4% | +$33.8K | 0.05% | 150 |
|
|
2022
Q2 | $820K | Sell |
2,365
-531
| -18% | -$184K | 0.05% | 144 |
|
|
2022
Q1 | $1.2M | Sell |
2,896
-54
| -2% | -$22.4K | 0.08% | 117 |
|
|
2021
Q4 | $1.29M | Sell |
2,950
-33
| -1% | -$14.4K | 0.08% | 106 |
|
|
2021
Q3 | $1.18M | Buy |
2,983
+240
| +9% | +$94.6K | 0.08% | 106 |
|
|
2021
Q2 | $1.08M | Buy |
2,743
+2
| +0.1% | +$787 | 0.08% | 117 |
|
|
2021
Q1 | $999K | Buy |
2,741
+40
| +1% | +$14.6K | 0.08% | 115 |
|
|
2020
Q4 | $928K | Buy |
2,701
+178
| +7% | +$61.2K | 0.08% | 111 |
|
|
2020
Q3 | $776K | Buy |
2,523
+102
| +4% | +$31.4K | 0.07% | 118 |
|
|
2020
Q2 | $686K | Buy |
+2,421
| New | +$686K | 0.08% | 110 |
|