Hayden Royal’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
Q3 | – | Sell |
-1,135
| Closed | -$448K | – | 203 |
|
|
2021
Q2 | $448K | Sell |
1,135
-10
| -0.9% | -$3.95K | 0.25% | 91 |
|
|
2021
Q1 | $417K | Buy |
+1,145
| New | +$417K | 0.24% | 97 |
|
|
2020
Q2 | – | Sell |
-1,702
| Closed | -$403K | – | 260 |
|
|
2020
Q1 | $403K | Buy |
1,702
+865
| +103% | +$205K | 0.24% | 110 |
|
|
2019
Q4 | $259K | Sell |
837
-797
| -49% | -$247K | 0.13% | 170 |
|
|
2019
Q3 | $445K | Sell |
1,634
-44
| -3% | -$12K | 0.39% | 84 |
|
|
2019
Q2 | $461K | Sell |
1,678
-352
| -17% | -$96.7K | 0.49% | 63 |
|
|
2019
Q1 | $527K | Sell |
2,030
-5,540
| -73% | -$1.44M | 0.69% | 48 |
|
|
2018
Q4 | $1.74M | Buy |
+7,570
| New | +$1.74M | 0.89% | 30 |
|