Brightworth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $784K | Sell |
2,387
-64
| -3% | -$21K | 0.08% | 75 |
|
2022
Q2 | $850K | Hold |
2,451
| – | – | 0.09% | 74 |
|
2022
Q1 | $1.02M | Buy |
2,451
+392
| +19% | +$163K | 0.1% | 66 |
|
2021
Q4 | $899K | Buy |
2,059
+82
| +4% | +$35.8K | 0.08% | 69 |
|
2021
Q3 | $779K | Buy |
1,977
+776
| +65% | +$306K | 0.07% | 67 |
|
2021
Q2 | $473K | Sell |
1,201
-176
| -13% | -$69.3K | 0.04% | 74 |
|
2021
Q1 | $502K | Buy |
1,377
+113
| +9% | +$41.2K | 0.05% | 71 |
|
2020
Q4 | $434K | Buy |
1,264
+17
| +1% | +$5.84K | 0.04% | 71 |
|
2020
Q3 | $383K | Hold |
1,247
| – | – | 0.04% | 69 |
|
2020
Q2 | $353K | Buy |
1,247
+103
| +9% | +$29.2K | 0.05% | 67 |
|
2020
Q1 | $271K | Hold |
1,144
| – | – | 0.05% | 73 |
|
2019
Q4 | $338K | Sell |
1,144
-47
| -4% | -$13.9K | 0.06% | 76 |
|
2019
Q3 | $325K | Sell |
1,191
-31
| -3% | -$8.46K | 0.07% | 68 |
|
2019
Q2 | $329K | Buy |
+1,222
| New | +$329K | 0.07% | 70 |
|