Investors Financial Group’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
Q1 | – | Sell |
-1,732
| Closed | -$756K | – | 184 |
|
|
2021
Q4 | $756K | Sell |
1,732
-1,092
| -39% | -$477K | 0.35% | 76 |
|
|
2021
Q3 | $1.11M | Buy |
2,824
+307
| +12% | +$121K | 0.59% | 43 |
|
|
2021
Q2 | $990K | Buy |
2,517
+344
| +16% | +$135K | 0.53% | 52 |
|
|
2021
Q1 | $791K | Buy |
2,173
+379
| +21% | +$138K | 0.46% | 59 |
|
|
2020
Q4 | $617K | Buy |
1,794
+209
| +13% | +$71.9K | 0.41% | 72 |
|
|
2020
Q3 | $488K | Buy |
1,585
+18
| +1% | +$5.54K | 0.37% | 79 |
|
|
2020
Q2 | $444K | Buy |
1,567
+43
| +3% | +$12.2K | 0.37% | 77 |
|
|
2020
Q1 | $361K | Sell |
1,524
-4,165
| -73% | -$987K | 0.36% | 74 |
|
|
2019
Q4 | $1.68M | Buy |
+5,689
| New | +$1.68M | 1.37% | 19 |
|