FirstPurpose Wealth’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
Q1 | $352K | Sell |
744
-23
| -3% | -$10.9K | 0.13% | 147 |
|
|
2023
Q4 | $335K | Sell |
767
-35
| -4% | -$15.3K | 0.13% | 146 |
|
|
2023
Q3 | $315K | Sell |
802
-48
| -6% | -$18.8K | 0.14% | 128 |
|
|
2023
Q2 | $346K | Buy |
850
+113
| +15% | +$46K | 0.15% | 118 |
|
|
2023
Q1 | $277K | Sell |
737
-73
| -9% | -$27.4K | 0.14% | 137 |
|
|
2022
Q4 | $284K | Sell |
810
-155
| -16% | -$54.4K | 0.16% | 122 |
|
|
2022
Q3 | $317K | Buy |
965
+92
| +11% | +$30.2K | 0.21% | 88 |
|
|
2022
Q2 | $303K | Buy |
873
+43
| +5% | +$14.9K | 0.2% | 88 |
|
|
2022
Q1 | $344K | Buy |
830
+214
| +35% | +$88.7K | 0.27% | 85 |
|
|
2021
Q4 | $269K | Buy |
+616
| New | +$269K | 0.17% | 106 |
|