CMH 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
2021
Q1
Sell
-4,000
Closed -$1.38M 52
2020
Q4
$1.38M Sell
4,000
-390
-9% -$134K 0.5% 45
2020
Q3
$1.35M Hold
4,390
0.58% 43
2020
Q2
$1.24M Buy
+4,390
New +$1.24M 0.59% 45