Disciplined Investments’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 |
-453
| Closed | -$226K | – | 123 |
|
|
2024
Q2 | $226K | Buy |
+453
| New | +$226K | 0.12% | 114 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$326 | – | 1502 |
|
|
2023
Q2 | $326 | Hold |
1
| – | – | ﹤0.01% | 1371 |
|
|
2023
Q1 | $301 | Hold |
1
| – | – | ﹤0.01% | 1394 |
|
|
2022
Q4 | $281 | Hold |
1
| – | – | ﹤0.01% | 1357 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1643 |
|
|
2022
Q2 | $0 | Sell |
1
-3
| -75% | – | ﹤0.01% | 1650 |
|
|
2022
Q1 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 806 |
|