Buckley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-811
| Closed | -$240K | – | 137 |
|
|
2019
Q4 | $240K | Sell |
811
-1,000
| -55% | -$296K | 0.11% | 123 |
|
|
2019
Q3 | $494K | Sell |
1,811
-404
| -18% | -$110K | 0.24% | 81 |
|
|
2019
Q2 | $596K | Sell |
2,215
-303
| -12% | -$81.5K | 0.28% | 74 |
|
|
2019
Q1 | $654K | Hold |
2,518
| – | – | 0.31% | 65 |
|
|
2018
Q4 | $579K | Hold |
2,518
| – | – | 0.3% | 65 |
|
|
2018
Q3 | $672K | Hold |
2,518
| – | – | 0.29% | 71 |
|
|
2018
Q2 | $628K | Hold |
2,518
| – | – | 0.3% | 75 |
|
|
2018
Q1 | $610K | Buy |
2,518
+6
| +0.2% | +$1.45K | 0.3% | 80 |
|
|
2017
Q4 | $616K | Buy |
+2,512
| New | +$616K | 0.31% | 79 |
|