Financial Management Concepts’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
$10.4M Buy
23,713
+18,335
+341% +$8.01M 7.55% 4
2021
Q3
$2.12M Sell
5,378
-33
-0.6% -$13K 1.69% 14
2021
Q2
$2.19M Sell
5,411
-197
-4% -$79.7K 1.78% 14
2021
Q1
$2.04M Sell
5,608
-479
-8% -$174K 1.84% 14
2020
Q4
$2.09M Buy
+6,087
New +$2.09M 2.03% 13