HBC Financial Services’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 |
-58
| Closed | -$22K | – | 215 |
|
|
2023
Q1 | $22K | Hold |
58
| – | – | 0.02% | 111 |
|
|
2022
Q4 | $20K | Sell |
58
-15,481
| -100% | -$5.34M | 0.02% | 90 |
|
|
2022
Q3 | $2.66M | Buy |
15,539
+15,481
| +26,691% | +$2.65M | 2.24% | 7 |
|
|
2022
Q2 | $20K | Hold |
58
| – | – | 0.02% | 93 |
|
|
2022
Q1 | $22K | Hold |
58
| – | – | 0.02% | 84 |
|
|
2021
Q4 | $25K | Buy |
+58
| New | +$25K | 0.02% | 92 |
|