Hochman Cole Investment Advisors’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 | $2.04M | Sell |
5,164
-35
| -0.7% | -$13.8K | 0.8% | 30 |
|
|
2021
Q2 | $2.05M | Buy |
5,199
+174
| +3% | +$68.5K | 0.82% | 29 |
|
|
2021
Q1 | $1.83M | Sell |
5,025
-41
| -0.8% | -$14.9K | 0.77% | 31 |
|
|
2020
Q4 | $1.74M | Buy |
5,066
+882
| +21% | +$303K | 0.75% | 28 |
|
|
2020
Q3 | $1.29M | Buy |
4,184
+167
| +4% | +$51.4K | 0.63% | 32 |
|
|
2020
Q2 | $1.14M | Sell |
4,017
-1,147
| -22% | -$325K | 0.63% | 35 |
|
|
2020
Q1 | $1.22M | Buy |
5,164
+3,660
| +243% | +$867K | 0.84% | 29 |
|
|
2019
Q4 | $445K | Sell |
1,504
-37
| -2% | -$10.9K | 0.24% | 70 |
|
|
2019
Q3 | $420K | Buy |
1,541
+48
| +3% | +$13.1K | 0.26% | 66 |
|
|
2019
Q2 | $402K | Sell |
1,493
-321
| -18% | -$86.4K | 0.24% | 75 |
|
|
2019
Q1 | $471K | Buy |
1,814
+507
| +39% | +$132K | 0.28% | 70 |
|
|
2018
Q4 | $300K | Buy |
1,307
+387
| +42% | +$88.8K | 0.21% | 84 |
|
|
2018
Q3 | $246K | Buy |
+920
| New | +$246K | 0.15% | 94 |
|