Bank of the West’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
Q4 | $742K | Hold |
2,113
| – | – | 0.09% | 153 |
|
|
2022
Q3 | $694K | Sell |
2,113
-154
| -7% | -$50.6K | 0.09% | 146 |
|
|
2022
Q2 | $786K | Buy |
2,267
+154
| +7% | +$53.4K | 0.1% | 141 |
|
|
2022
Q1 | $877K | Hold |
2,113
| – | – | 0.09% | 141 |
|
|
2021
Q4 | $922K | Hold |
2,113
| – | – | 0.09% | 145 |
|
|
2021
Q3 | $833K | Sell |
2,113
-225
| -10% | -$88.7K | 0.09% | 145 |
|
|
2021
Q2 | $920K | Buy |
2,338
+100
| +4% | +$39.4K | 0.09% | 140 |
|
|
2021
Q1 | $815K | Hold |
2,238
| – | – | 0.09% | 138 |
|
|
2020
Q4 | $769K | Buy |
+2,238
| New | +$769K | 0.09% | 134 |
|