IRON Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,219
| Closed | -$361K | – | 121 |
|
|
2019
Q4 | $361K | Buy |
+1,219
| New | +$361K | 0.17% | 82 |
|
|
2019
Q3 | – | Sell |
-832
| Closed | -$216K | – | 106 |
|
|
2019
Q2 | $216K | Sell |
832
-250
| -23% | -$64.9K | 0.2% | 79 |
|
|
2019
Q1 | $281K | Buy |
+1,082
| New | +$281K | 0.18% | 75 |
|
|
2018
Q4 | – | Sell |
-1,522
| Closed | -$406K | – | 86 |
|
|
2018
Q3 | $406K | Buy |
1,522
+405
| +36% | +$108K | 0.27% | 53 |
|
|
2018
Q2 | $279K | Buy |
1,117
+67
| +6% | +$16.7K | 0.15% | 76 |
|
|
2018
Q1 | $254K | Hold |
1,050
| – | – | 0.16% | 77 |
|
|
2017
Q4 | $258K | Hold |
1,050
| – | – | 0.18% | 67 |
|
|
2017
Q3 | $242K | Sell |
1,050
-131
| -11% | -$30.2K | 0.18% | 64 |
|
|
2017
Q2 | $262K | Buy |
+1,181
| New | +$262K | 0.23% | 68 |
|