Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-28
| Closed | -$11K | – | 498 |
|
|
2021
Q3 | $11K | Hold |
28
| – | – | ﹤0.01% | 388 |
|
|
2021
Q2 | $11K | Hold |
28
| – | – | ﹤0.01% | 389 |
|
|
2021
Q1 | $10K | Buy |
+28
| New | +$10K | ﹤0.01% | 387 |
|
|
2020
Q1 | – | Sell |
-21
| Closed | -$6K | – | 484 |
|
|
2019
Q4 | $6K | Buy |
+21
| New | +$6K | ﹤0.01% | 171 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$14K | – | 382 |
|
|
2018
Q1 | $14K | Buy |
+60
| New | +$14K | 0.01% | 212 |
|