DA
Doliver Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-808
| Closed | -$239K | – | 188 |
|
|
2019
Q4 | $239K | Buy |
+808
| New | +$239K | 0.09% | 97 |
|
|
2019
Q3 | – | Sell |
-1,209
| Closed | -$325K | – | 171 |
|
|
2019
Q2 | $325K | Buy |
1,209
+24
| +2% | +$6.45K | 0.13% | 69 |
|
|
2019
Q1 | $307K | Buy |
+1,185
| New | +$307K | 0.12% | 69 |
|