Epstein & White Financial’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
2019
Q3
Sell
-924
Closed -$258K 84
2019
Q2
$258K Sell
924
-244
-21% -$68.1K 0.14% 64
2019
Q1
$300K Buy
1,168
+157
+16% +$40.3K 0.17% 57
2018
Q4
$233K Buy
+1,011
New +$233K 0.15% 66