BDO Wealth Advisors’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
Q2 | $2.95M | Buy |
7,239
+6,532
| +924% | +$2.66M | 0.34% | 66 |
|
|
2023
Q1 | $266K | Buy |
707
+431
| +156% | +$162K | 0.03% | 222 |
|
|
2022
Q4 | $97K | Hold |
276
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $91K | Hold |
276
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $96K | Hold |
276
| – | – | 0.01% | 331 |
|
|
2022
Q1 | $114K | Hold |
276
| – | – | 0.01% | 324 |
|
|
2021
Q4 | $120K | Buy |
276
+1
| +0.4% | +$435 | 0.01% | 333 |
|
|
2021
Q3 | $109K | Hold |
275
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $108K | Buy |
275
+20
| +8% | +$7.86K | 0.01% | 361 |
|
|
2021
Q1 | $93K | Hold |
255
| – | – | 0.01% | 366 |
|
|
2020
Q4 | $88K | Sell |
255
-151
| -37% | -$52.1K | 0.01% | 302 |
|
|
2020
Q3 | $125K | Buy |
406
+151
| +59% | +$46.5K | 0.02% | 252 |
|
|
2020
Q2 | $72K | Sell |
255
-117
| -31% | -$33K | 0.01% | 296 |
|
|
2020
Q1 | $88K | Buy |
372
+74
| +25% | +$17.5K | 0.02% | 280 |
|
|
2019
Q4 | $88K | Sell |
298
-1,296
| -81% | -$383K | 0.02% | 258 |
|
|
2019
Q3 | $435K | Buy |
1,594
+90
| +6% | +$24.6K | 0.11% | 123 |
|
|
2019
Q2 | $405K | Buy |
1,504
+67
| +5% | +$18K | 0.11% | 123 |
|
|
2019
Q1 | $373K | Buy |
1,437
+173
| +14% | +$44.9K | 0.11% | 122 |
|
|
2018
Q4 | $291K | Buy |
1,264
+11
| +0.9% | +$2.53K | 0.1% | 120 |
|
|
2018
Q3 | $335K | Buy |
1,253
+5
| +0.4% | +$1.34K | 0.11% | 116 |
|
|
2018
Q2 | $311K | Buy |
1,248
+1,148
| +1,148% | +$286K | 0.11% | 116 |
|
|
2018
Q1 | $24K | Sell |
100
-40
| -29% | -$9.6K | 0.01% | 314 |
|
|
2017
Q4 | $34K | Hold |
140
| – | – | 0.02% | 239 |
|
|
2017
Q3 | $32K | Hold |
140
| – | – | 0.02% | 227 |
|
|
2017
Q2 | $31K | Buy |
+140
| New | +$31K | 0.01% | 267 |
|