Legend Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3
| Closed | -$1.62K | – | 243 |
|
|
2024
Q4 | $1.62K | Buy |
+3
| New | +$1.62K | ﹤0.01% | 204 |
|
|
2024
Q3 | – | Sell |
-3
| Closed | -$1.5K | – | 274 |
|
|
2024
Q2 | $1.5K | Buy |
+3
| New | +$1.5K | ﹤0.01% | 238 |
|
|
2023
Q2 | – | Sell |
-180
| Closed | -$67.7K | – | 235 |
|
|
2023
Q1 | $67.7K | Hold |
180
| – | – | 0.06% | 55 |
|
|
2022
Q4 | $63.2K | Hold |
180
| – | – | 0.06% | 64 |
|
|
2022
Q3 | $59.1K | Buy |
+180
| New | +$59.1K | 0.06% | 57 |
|