Barton Investment 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
2022
Q1
Sell
-635
Closed -$277K 44
2021
Q4
$277K Sell
635
-260
-29% -$113K 0.02% 41
2021
Q3
$353K Sell
895
-140
-14% -$55.2K 0.03% 38
2021
Q2
$407K Buy
+1,035
New +$407K 0.03% 37