Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $188K | Buy |
479
+1
| +0.2% | +$392 | 0.03% | 278 |
|
|
2021
Q2 | $188K | Sell |
478
-1
| -0.2% | -$393 | 0.03% | 248 |
|
|
2021
Q1 | $174K | Buy |
479
+37
| +8% | +$13.4K | 0.04% | 209 |
|
|
2020
Q4 | $151K | Buy |
442
+1
| +0.2% | +$342 | 0.04% | 199 |
|
|
2020
Q3 | $135K | Sell |
441
-10
| -2% | -$3.06K | 0.04% | 189 |
|
|
2020
Q2 | $127K | Buy |
451
+83
| +23% | +$23.4K | 0.03% | 194 |
|
|
2020
Q1 | $87K | Buy |
368
+68
| +23% | +$16.1K | 0.03% | 216 |
|
|
2019
Q4 | $88K | Hold |
300
| – | – | 0.03% | 241 |
|
|
2019
Q3 | $81K | Hold |
300
| – | – | 0.03% | 241 |
|
|
2019
Q2 | $80K | Hold |
300
| – | – | 0.03% | 238 |
|
|
2019
Q1 | $77K | Hold |
300
| – | – | 0.03% | 227 |
|
|
2018
Q4 | $68K | Buy |
+300
| New | +$68K | 0.03% | 221 |
|