JBJ Investment Partners’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
Q4 | $503K | Buy |
1,152
+400
| +53% | +$175K | 0.1% | 41 |
|
2021
Q3 | $296K | Sell |
752
-58
| -7% | -$22.8K | 0.06% | 52 |
|
2021
Q2 | $319K | Buy |
810
+58
| +8% | +$22.8K | 0.07% | 51 |
|
2021
Q1 | $274K | Buy |
+752
| New | +$274K | 0.06% | 52 |
|
2019
Q2 | – | Sell |
-212
| Closed | -$55K | – | 188 |
|
2019
Q1 | $55K | Buy |
+212
| New | +$55K | 0.02% | 87 |
|