Berry Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.09M | Buy |
14,823
+1,049
| +8% | +$360K | 2.3% | 13 |
|
|
2020
Q3 | $4.24M | Sell |
13,774
-3
| -0% | -$923 | 2.28% | 14 |
|
|
2020
Q2 | $3.91M | Buy |
13,777
+903
| +7% | +$256K | 2.42% | 14 |
|
|
2020
Q1 | $3.05M | Sell |
12,874
-1,136
| -8% | -$269K | 2.3% | 15 |
|
|
2019
Q4 | $4.14M | Buy |
+14,010
| New | +$4.14M | 2.24% | 13 |
|