Emery Howard Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $86.9M | Buy |
199,160
+46,018
| +30% | +$20.1M | 11.24% | 3 |
|
|
2021
Q3 | $60.4M | Buy |
153,142
+14,263
| +10% | +$5.63M | 8.84% | 3 |
|
|
2021
Q2 | $54.7M | Buy |
138,879
+24,672
| +22% | +$9.71M | 8.04% | 3 |
|
|
2021
Q1 | $41.6M | Buy |
114,207
+7,461
| +7% | +$2.72M | 6.73% | 5 |
|
|
2020
Q4 | $36.7M | Buy |
106,746
+15,151
| +17% | +$5.21M | 6.31% | 5 |
|
|
2020
Q3 | $28.2M | Buy |
91,595
+11,185
| +14% | +$3.44M | 5.62% | 5 |
|
|
2020
Q2 | $22.8M | Buy |
+80,410
| New | +$22.8M | 4.88% | 7 |
|