Bingham Osborn & Scarborough’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
Q4 | – | Sell |
-3,013
| Closed | -$1.19M | – | 142 |
|
|
2021
Q3 | $1.19M | Buy |
3,013
+2
| +0.1% | +$789 | 0.08% | 53 |
|
|
2021
Q2 | $1.19M | Sell |
3,011
-26
| -0.9% | -$10.2K | 0.08% | 50 |
|
|
2021
Q1 | $1.11M | Buy |
3,037
+992
| +49% | +$361K | 0.08% | 48 |
|
|
2020
Q4 | $703K | Sell |
2,045
-488
| -19% | -$168K | 0.06% | 53 |
|
|
2020
Q3 | $779K | Sell |
2,533
-95
| -4% | -$29.2K | 0.06% | 72 |
|
|
2020
Q2 | $745K | Hold |
2,628
| – | – | 0.06% | 73 |
|
|
2020
Q1 | $622K | Buy |
2,628
+65
| +3% | +$15.4K | 0.06% | 73 |
|
|
2019
Q4 | $758K | Sell |
2,563
-13
| -0.5% | -$3.85K | 0.06% | 77 |
|
|
2019
Q3 | $702K | Buy |
2,576
+4
| +0.2% | +$1.09K | 0.06% | 76 |
|
|
2019
Q2 | $692K | Hold |
2,572
| – | – | 0.06% | 75 |
|
|
2019
Q1 | $668K | Buy |
2,572
+112
| +5% | +$29.1K | 0.06% | 73 |
|
|
2018
Q4 | $565K | Sell |
2,460
-178
| -7% | -$40.9K | 0.06% | 77 |
|
|
2018
Q3 | $704K | Buy |
2,638
+575
| +28% | +$153K | 0.06% | 68 |
|
|
2018
Q2 | $515K | Buy |
2,063
+11
| +0.5% | +$2.75K | 0.05% | 77 |
|
|
2018
Q1 | $497K | Buy |
2,052
+536
| +35% | +$130K | 0.05% | 78 |
|
|
2017
Q4 | $372K | Hold |
1,516
| – | – | 0.03% | 90 |
|
|
2017
Q3 | $350K | Sell |
1,516
-19
| -1% | -$4.39K | 0.03% | 93 |
|
|
2017
Q2 | $341K | Buy |
1,535
+467
| +44% | +$104K | 0.03% | 91 |
|
|
2017
Q1 | $231K | Buy |
+1,068
| New | +$231K | 0.02% | 103 |
|