HP
Hyperion Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-859
| Closed | -$413K | – | 77 |
|
2024
Q1 | $413K | Hold |
859
| – | – | 0.3% | 37 |
|
2023
Q4 | $375K | Buy |
859
+12
| +1% | +$5.24K | 0.3% | 39 |
|
2023
Q3 | $332K | Hold |
847
| – | – | 0.29% | 43 |
|
2023
Q2 | $345K | Hold |
847
| – | – | 0.29% | 42 |
|
2023
Q1 | $318K | Hold |
847
| – | – | 0.29% | 42 |
|
2022
Q4 | $298K | Buy |
+847
| New | +$298K | 0.28% | 42 |
|