Heritage Wealth Management (Arizona)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $28.6K | Buy |
204
+102
| +100% | +$14.3K | ﹤0.01% | 590 |
|
|
2022
Q3 | $13K | Hold |
102
| – | – | ﹤0.01% | 618 |
|
|
2022
Q2 | $13.6K | Hold |
102
| – | – | ﹤0.01% | 617 |
|
|
2022
Q1 | $15K | Buy |
+102
| New | +$15K | ﹤0.01% | 658 |
|
|
2021
Q3 | $14K | Hold |
102
| – | – | 0.01% | 615 |
|
|
2021
Q2 | $15K | Hold |
102
| – | – | 0.01% | 605 |
|
|
2021
Q1 | $14K | Buy |
+102
| New | +$14K | 0.01% | 544 |
|