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