Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-37
| Closed | -$13K | – | 699 |
|
|
2020
Q4 | $13K | Sell |
37
-51
| -58% | -$17.9K | 0.01% | 207 |
|
|
2020
Q3 | $27K | Buy |
88
+1
| +1% | +$307 | 0.02% | 141 |
|
|
2020
Q2 | $24K | Buy |
87
+14
| +19% | +$3.86K | 0.02% | 144 |
|
|
2020
Q1 | $17K | Buy |
73
+1
| +1% | +$233 | 0.02% | 153 |
|
|
2019
Q4 | $21K | Buy |
72
+7
| +11% | +$2.04K | 0.02% | 153 |
|
|
2019
Q3 | $18K | Buy |
+65
| New | +$18K | 0.02% | 180 |
|