Bridge Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $225K | Buy |
427
+1
| +0.2% | +$528 | 0.11% | 93 |
|
|
2024
Q2 | $213K | Buy |
+426
| New | +$213K | 0.1% | 93 |
|
|
2023
Q4 | – | Sell |
-597
| Closed | -$234K | – | 153 |
|
|
2023
Q3 | $234K | Sell |
597
-540
| -47% | -$212K | 0.08% | 131 |
|
|
2023
Q2 | $463K | Buy |
+1,137
| New | +$463K | 0.17% | 91 |
|
|
2021
Q3 | – | Sell |
-846
| Closed | -$333K | – | 90 |
|
|
2021
Q2 | $333K | Buy |
+846
| New | +$333K | 0.17% | 66 |
|