FormulaFolio Investments’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
Q2 | $114K | Hold |
290
| – | – | 0.04% | 101 |
|
|
2021
Q1 | $111K | Sell |
290
-10,089
| -97% | -$3.86M | 0.04% | 100 |
|
|
2020
Q4 | $3.57M | Buy |
10,379
+6,565
| +172% | +$2.26M | 0.07% | 191 |
|
|
2020
Q3 | $1.17M | Buy |
3,814
+699
| +22% | +$215K | 0.05% | 137 |
|
|
2020
Q2 | $883K | Sell |
3,115
-713
| -19% | -$202K | 0.04% | 146 |
|
|
2020
Q1 | $907K | Sell |
3,828
-1,193
| -24% | -$283K | 0.05% | 130 |
|
|
2019
Q4 | $1.49M | Buy |
5,021
+928
| +23% | +$274K | 0.05% | 137 |
|
|
2019
Q3 | $1.12M | Buy |
4,093
+546
| +15% | +$149K | 0.04% | 141 |
|
|
2019
Q2 | $955K | Sell |
3,547
-87
| -2% | -$23.4K | 0.04% | 142 |
|
|
2019
Q1 | $943K | Buy |
3,634
+503
| +16% | +$131K | 0.04% | 144 |
|
|
2018
Q4 | $836K | Hold |
3,131
| – | – | 0.04% | 160 |
|
|
2018
Q3 | $836K | Buy |
3,131
+519
| +20% | +$139K | 0.04% | 160 |
|
|
2018
Q2 | $652K | Buy |
2,612
+1,286
| +97% | +$321K | 0.03% | 179 |
|
|
2018
Q1 | $321K | Buy |
+1,326
| New | +$321K | 0.02% | 220 |
|