Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-757
| Closed | -$285K | – | 119 |
|
|
2023
Q1 | $285K | Buy |
+757
| New | +$285K | 0.13% | 109 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$8K | – | 319 |
|
|
2021
Q4 | $8K | Buy |
+18
| New | +$8K | ﹤0.01% | 300 |
|
|
2021
Q2 | $9K | Hold |
23
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $8K | Buy |
+23
| New | +$8K | ﹤0.01% | 256 |
|