Greenspring Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-841
| Closed | -$316K | – | 120 |
|
|
2023
Q1 | $316K | Buy |
841
+125
| +17% | +$47K | 0.07% | 96 |
|
|
2022
Q4 | $252K | Sell |
716
-92
| -11% | -$32.3K | 0.07% | 94 |
|
|
2022
Q3 | $265K | Sell |
808
-107
| -12% | -$35.1K | 0.08% | 84 |
|
|
2022
Q2 | $318K | Sell |
915
-114
| -11% | -$39.6K | 0.09% | 79 |
|
|
2022
Q1 | $427K | Sell |
1,029
-114
| -10% | -$47.3K | 0.11% | 62 |
|
|
2021
Q4 | $499K | Buy |
+1,143
| New | +$499K | 0.13% | 58 |
|