Bard Financial Services’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 |
-1,575
| Closed | -$641K | – | 312 |
|
|
2023
Q2 | $641K | Hold |
1,575
| – | – | 0.05% | 196 |
|
|
2023
Q1 | $592K | Hold |
1,575
| – | – | 0.05% | 200 |
|
|
2022
Q4 | $553K | Sell |
1,575
-20
| -1% | -$7.02K | 0.05% | 199 |
|
|
2022
Q3 | $524K | Hold |
1,595
| – | – | 0.05% | 191 |
|
|
2022
Q2 | $553K | Sell |
1,595
-50
| -3% | -$17.3K | 0.05% | 189 |
|
|
2022
Q1 | $683K | Buy |
+1,645
| New | +$683K | 0.06% | 174 |
|