Comprehensive Financial Consultants Institutional’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-854
| Closed | -$427K | – | 172 |
|
|
2024
Q2 | $427K | Buy |
+854
| New | +$427K | 0.17% | 126 |
|
|
2022
Q3 | – | Sell |
-804
| Closed | -$281K | – | 159 |
|
|
2022
Q2 | $281K | Sell |
804
-16
| -2% | -$5.59K | 0.2% | 126 |
|
|
2022
Q1 | $310K | Buy |
820
+45
| +6% | +$17K | 0.22% | 122 |
|
|
2021
Q4 | $311K | Buy |
+775
| New | +$311K | 0.2% | 115 |
|