BT Wealth Management’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
Q1
Sell
-495
Closed -$216K 75
2021
Q4
$216K Buy
+495
New +$216K 0.06% 65
2020
Q1
Sell
-717
Closed -$212K 73
2019
Q4
$212K Buy
+717
New +$212K 0.11% 58