Estate Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,050
| Closed | -$311K | – | 139 |
|
|
2019
Q4 | $311K | Hold |
1,050
| – | – | 0.05% | 70 |
|
|
2019
Q3 | $286K | Hold |
1,050
| – | – | 0.04% | 65 |
|
|
2019
Q2 | $283K | Sell |
1,050
-550
| -34% | -$148K | 0.04% | 64 |
|
|
2019
Q1 | $415K | Hold |
1,600
| – | – | 0.07% | 58 |
|
|
2018
Q4 | $368K | Hold |
1,600
| – | – | 0.07% | 59 |
|
|
2018
Q3 | $427K | Hold |
1,600
| – | – | 0.08% | 55 |
|
|
2018
Q2 | $399K | Hold |
1,600
| – | – | 0.08% | 58 |
|
|
2018
Q1 | $387K | Buy |
+1,600
| New | +$387K | 0.07% | 60 |
|