JOYN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $521K | Buy |
2,202
+873
| +66% | +$207K | 0.17% | 46 |
|
|
2019
Q4 | $393K | Buy |
1,329
+8
| +0.6% | +$2.37K | 0.08% | 63 |
|
|
2019
Q3 | $360K | Sell |
1,321
-62
| -4% | -$16.9K | 0.08% | 66 |
|
|
2019
Q2 | $361K | Buy |
1,383
+90
| +7% | +$23.5K | 0.08% | 74 |
|
|
2019
Q1 | $336K | Buy |
1,293
+8
| +0.6% | +$2.08K | 0.08% | 64 |
|
|
2018
Q4 | $295K | Hold |
1,285
| – | – | 0.07% | 75 |
|
|
2018
Q3 | $343K | Buy |
+1,285
| New | +$343K | 0.06% | 82 |
|