Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $11.2M | Buy |
29,738
+17,225
| +138% | +$6.48M | 6.27% | 5 |
|
|
2022
Q4 | $4.4M | Sell |
12,513
-922
| -7% | -$324K | 2.34% | 14 |
|
|
2022
Q3 | $4.41M | Buy |
13,435
+1,202
| +10% | +$395K | 2.16% | 11 |
|
|
2022
Q2 | $4.24M | Buy |
12,233
+2,923
| +31% | +$1.01M | 1.65% | 14 |
|
|
2022
Q1 | $3.87M | Sell |
9,310
-1,165
| -11% | -$484K | 1.46% | 17 |
|
|
2021
Q4 | $4.57M | Buy |
10,475
+344
| +3% | +$150K | 1.85% | 14 |
|
|
2021
Q3 | $4M | Buy |
10,131
+2,257
| +29% | +$890K | 1.81% | 16 |
|
|
2021
Q2 | $3.1M | Buy |
7,874
+94
| +1% | +$37K | 1.5% | 17 |
|
|
2021
Q1 | $2.83M | Sell |
7,780
-370
| -5% | -$135K | 1.64% | 15 |
|
|
2020
Q4 | $2.8M | Buy |
+8,150
| New | +$2.8M | 1.77% | 18 |
|