Guild Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,825
| Closed | -$3.28M | – | 61 |
|
|
2024
Q1 | $3.28M | Buy |
+6,825
| New | +$3.28M | 4.19% | 5 |
|
|
2022
Q2 | – | Sell |
-840
| Closed | -$349K | – | 86 |
|
|
2022
Q1 | $349K | Sell |
840
-1,265
| -60% | -$526K | 0.36% | 53 |
|
|
2021
Q4 | $919K | Buy |
+2,105
| New | +$919K | 0.93% | 35 |
|
|
2018
Q1 | – | Sell |
-40,825
| Closed | -$10M | – | 43 |
|
|
2017
Q4 | $10M | Sell |
40,825
-3,735
| -8% | -$916K | 9.39% | 3 |
|
|
2017
Q3 | $10.3M | Sell |
44,560
-900
| -2% | -$208K | 10.85% | 2 |
|
|
2017
Q2 | $10.1M | Buy |
+45,460
| New | +$10.1M | 10.84% | 3 |
|
|
2017
Q1 | – | Sell |
-1,760
| Closed | -$361K | – | 40 |
|
|
2016
Q4 | $361K | Buy |
+1,760
| New | +$361K | 0.33% | 22 |
|