Freedman Financial Associates’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-114
| Closed | -$48K | – | 436 |
|
2022
Q1 | $48K | Hold |
114
| – | – | 0.03% | 204 |
|
2021
Q4 | $50K | Hold |
114
| – | – | 0.03% | 202 |
|
2021
Q3 | $45K | Hold |
114
| – | – | 0.03% | 208 |
|
2021
Q2 | $45K | Hold |
114
| – | – | 0.03% | 206 |
|
2021
Q1 | $42K | Hold |
114
| – | – | 0.03% | 218 |
|
2020
Q4 | $39K | Buy |
+114
| New | +$39K | 0.04% | 213 |
|