Frontier Wealth Management’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 | $933K | Buy |
2,689
+375
| +16% | +$130K | 0.07% | 185 |
|
|
2022
Q1 | $932K | Buy |
2,314
+127
| +6% | +$51.2K | 0.01% | 187 |
|
|
2021
Q4 | $955K | Buy |
2,187
+383
| +21% | +$167K | 0.06% | 196 |
|
|
2021
Q3 | $712K | Buy |
+1,804
| New | +$712K | 0.05% | 230 |
|
|
2020
Q2 | – | Sell |
-1,099
| Closed | -$260K | – | 370 |
|
|
2020
Q1 | $260K | Buy |
+1,099
| New | +$260K | 0.04% | 232 |
|
|
2019
Q1 | – | Sell |
-20,267
| Closed | -$4.66M | – | 382 |
|
|
2018
Q4 | $4.66M | Buy |
+20,267
| New | +$4.66M | 0.71% | 29 |
|