Hoover Financial 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
Q2 | $466K | Buy |
1,185
+14
| +1% | +$5.51K | 0.08% | 78 |
|
|
2021
Q1 | $446K | Sell |
1,171
-553
| -32% | -$211K | 0.08% | 74 |
|
|
2020
Q4 | $600K | Sell |
1,724
-1,092
| -39% | -$380K | 0.15% | 53 |
|
|
2020
Q3 | $866K | Sell |
2,816
-106
| -4% | -$32.6K | 0.29% | 35 |
|
|
2020
Q2 | $828K | Buy |
2,922
+70
| +2% | +$19.8K | 0.32% | 33 |
|
|
2020
Q1 | $675K | Buy |
2,852
+51
| +2% | +$12.1K | 0.37% | 32 |
|
|
2019
Q4 | $829K | Buy |
2,801
+1,184
| +73% | +$350K | 0.4% | 31 |
|
|
2019
Q3 | $441K | Buy |
1,617
+2
| +0.1% | +$545 | 0.39% | 36 |
|
|
2019
Q2 | $435K | Buy |
1,615
+2
| +0.1% | +$539 | 0.4% | 36 |
|
|
2019
Q1 | $419K | Buy |
1,613
+64
| +4% | +$16.6K | 0.4% | 34 |
|
|
2018
Q4 | $356K | Buy |
+1,549
| New | +$356K | 0.39% | 40 |
|