First Personal Financial Services’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
Q3 | – | Sell |
-30
| Closed | -$9K | – | 307 |
|
|
2020
Q2 | $9K | Hold |
30
| – | – | ﹤0.01% | 263 |
|
|
2020
Q1 | $7K | Sell |
30
-2
| -6% | -$467 | ﹤0.01% | 261 |
|
|
2019
Q4 | $9K | Sell |
32
-1,820
| -98% | -$512K | ﹤0.01% | 286 |
|
|
2019
Q3 | $505K | Hold |
1,852
| – | – | 0.16% | 89 |
|
|
2019
Q2 | $498K | Buy |
1,852
+2
| +0.1% | +$538 | 0.14% | 118 |
|
|
2019
Q1 | $480K | Buy |
1,850
+1,720
| +1,323% | +$446K | 0.15% | 119 |
|
|
2018
Q4 | $30K | Hold |
130
| – | – | 0.01% | 328 |
|
|
2018
Q3 | $35K | Hold |
130
| – | – | 0.01% | 331 |
|
|
2018
Q2 | $32K | Hold |
130
| – | – | 0.01% | 338 |
|
|
2018
Q1 | $31K | Hold |
130
| – | – | 0.01% | 543 |
|
|
2017
Q4 | $32K | Hold |
130
| – | – | 0.01% | 552 |
|
|
2017
Q3 | $30K | Hold |
130
| – | – | 0.01% | 515 |
|
|
2017
Q2 | $29K | Hold |
130
| – | – | 0.01% | 518 |
|
|
2017
Q1 | $28K | Hold |
130
| – | – | 0.01% | 513 |
|
|
2016
Q4 | $27K | Hold |
130
| – | – | 0.01% | 490 |
|
|
2016
Q3 | $26K | Buy |
+130
| New | +$26K | 0.01% | 390 |
|