Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $429K | Sell |
813
-63
| -7% | -$33.3K | 0.26% | 75 |
|
|
2024
Q2 | $438K | Buy |
876
+43
| +5% | +$21.5K | 0.28% | 74 |
|
|
2024
Q1 | $400K | Hold |
833
| – | – | 0.25% | 74 |
|
|
2023
Q4 | $364K | Hold |
833
| – | – | 0.24% | 78 |
|
|
2023
Q3 | $327K | Sell |
833
-17
| -2% | -$6.68K | 0.24% | 71 |
|
|
2023
Q2 | $346K | Hold |
850
| – | – | 0.23% | 74 |
|
|
2023
Q1 | $320K | Sell |
850
-43
| -5% | -$16.2K | 0.23% | 72 |
|
|
2022
Q4 | $314K | Buy |
+893
| New | +$314K | 0.26% | 67 |
|