Financial Designs’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
Q4 | – | Sell |
-12,125
| Closed | -$4.76M | – | 33 |
|
|
2023
Q3 | $4.76M | Sell |
12,125
-547
| -4% | -$215K | 3.58% | 8 |
|
|
2023
Q2 | $5.16M | Sell |
12,672
-840
| -6% | -$342K | 3.77% | 8 |
|
|
2023
Q1 | $5.08M | Sell |
13,512
-496
| -4% | -$187K | 3.79% | 8 |
|
|
2022
Q4 | $4.92M | Buy |
+14,008
| New | +$4.92M | 3.71% | 8 |
|