Camarda Financial Advisors’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 |
-600
| Closed | -$262K | – | 147 |
|
|
2021
Q4 | $262K | Buy |
+600
| New | +$262K | 0.15% | 71 |
|
|
2021
Q3 | – | Sell |
-6,254
| Closed | -$2.46M | – | 110 |
|
|
2021
Q2 | $2.46M | Sell |
6,254
-9,337
| -60% | -$3.67M | 1.52% | 11 |
|
|
2021
Q1 | $5.68M | Sell |
15,591
-359
| -2% | -$131K | 4.06% | 7 |
|
|
2020
Q4 | $5.48M | Sell |
15,950
-8,580
| -35% | -$2.95M | 4.62% | 6 |
|
|
2020
Q3 | $7.55M | Buy |
24,530
+621
| +3% | +$191K | 9.16% | 2 |
|
|
2020
Q2 | $6.78M | Buy |
+23,909
| New | +$6.78M | 9.48% | 2 |
|