Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.82M | Buy |
11,644
+879
| +8% | +$289K | 0.33% | 65 |
|
|
2022
Q2 | $3.73M | Buy |
10,765
+2,839
| +36% | +$985K | 0.3% | 71 |
|
|
2022
Q1 | $3.29M | Sell |
7,926
-45
| -0.6% | -$18.7K | 0.24% | 77 |
|
|
2021
Q4 | $3.48M | Buy |
7,971
+510
| +7% | +$223K | 0.25% | 73 |
|
|
2021
Q3 | $2.94M | Buy |
7,461
+389
| +6% | +$153K | 0.23% | 73 |
|
|
2021
Q2 | $2.78M | Buy |
7,072
+451
| +7% | +$177K | 0.23% | 73 |
|
|
2021
Q1 | $2.41M | Sell |
6,621
-3
| -0% | -$1.09K | 0.23% | 77 |
|
|
2020
Q4 | $2.28M | Sell |
6,624
-16
| -0.2% | -$5.5K | 0.23% | 74 |
|
|
2020
Q3 | $2.04M | Buy |
6,640
+811
| +14% | +$250K | 0.24% | 70 |
|
|
2020
Q2 | $1.65M | Buy |
5,829
+2,564
| +79% | +$727K | 0.22% | 63 |
|
|
2020
Q1 | $773K | Buy |
3,265
+346
| +12% | +$81.9K | 0.12% | 84 |
|
|
2019
Q4 | $863K | Sell |
2,919
-12
| -0.4% | -$3.55K | 0.11% | 90 |
|
|
2019
Q3 | $799K | Buy |
2,931
+903
| +45% | +$246K | 0.11% | 91 |
|
|
2019
Q2 | $546K | Buy |
2,028
+694
| +52% | +$187K | 0.08% | 108 |
|
|
2019
Q1 | $353K | Buy |
1,334
+159
| +14% | +$42.1K | 0.05% | 135 |
|
|
2018
Q4 | $270K | Sell |
1,175
-221
| -16% | -$50.8K | 0.05% | 152 |
|
|
2018
Q3 | $373K | Sell |
1,396
-358
| -20% | -$95.7K | 0.06% | 134 |
|
|
2018
Q2 | $438K | Sell |
1,754
-10
| -0.6% | -$2.5K | 0.07% | 120 |
|
|
2018
Q1 | $427K | Buy |
1,764
+193
| +12% | +$46.7K | 0.07% | 109 |
|
|
2017
Q4 | $385K | Buy |
1,571
+370
| +31% | +$90.7K | 0.07% | 115 |
|
|
2017
Q3 | $277K | Buy |
1,201
+121
| +11% | +$27.9K | 0.05% | 125 |
|
|
2017
Q2 | $240K | Buy |
1,080
+1
| +0.1% | +$222 | 0.04% | 124 |
|
|
2017
Q1 | $233K | Buy |
+1,079
| New | +$233K | 0.05% | 122 |
|