Divergent Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-27,909
| Closed | -$9.16M | – | 31 |
|
|
2022
Q3 | $9.16M | Buy |
+27,909
| New | +$9.16M | 2.48% | 11 |
|
|
2020
Q4 | – | Sell |
-1,309
| Closed | -$403K | – | 32 |
|
|
2020
Q3 | $403K | Hold |
1,309
| – | – | 0.11% | 23 |
|
|
2020
Q2 | $371K | Buy |
1,309
+301
| +30% | +$85.3K | 0.11% | 27 |
|
|
2020
Q1 | $239K | Buy |
+1,008
| New | +$239K | 0.09% | 31 |
|
|
2018
Q4 | – | Sell |
-672
| Closed | -$178K | – | 120 |
|
|
2018
Q3 | $178K | Hold |
672
| – | – | 0.06% | 37 |
|
|
2018
Q2 | $168K | Hold |
672
| – | – | 0.06% | 39 |
|
|
2018
Q1 | $163K | Buy |
+672
| New | +$163K | 0.06% | 40 |
|