Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.22M | Buy |
3,478
+1,478
| +74% | +$519K | 0.17% | 98 |
|
|
2022
Q3 | $657K | Buy |
2,000
+529
| +36% | +$174K | 0.21% | 80 |
|
|
2022
Q2 | $510K | Sell |
1,471
-955
| -39% | -$331K | 0.17% | 99 |
|
|
2022
Q1 | $1.01M | Buy |
+2,426
| New | +$1.01M | 0.27% | 69 |
|
|
2021
Q3 | – | Sell |
-370
| Closed | -$146K | – | 933 |
|
|
2021
Q2 | $146K | Buy |
370
+85
| +30% | +$33.5K | 0.06% | 273 |
|
|
2021
Q1 | $104K | Buy |
+285
| New | +$104K | 0.06% | 245 |
|