Lehman & Derafelo Financial Resources’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
Q4 | $213K | Sell |
605
-40
| -6% | -$14.1K | 0.06% | 105 |
|
|
2022
Q3 | $213K | Sell |
645
-30
| -4% | -$9.91K | 0.07% | 95 |
|
|
2022
Q2 | $235K | Buy |
675
+20
| +3% | +$6.96K | 0.07% | 94 |
|
|
2022
Q1 | $272K | Buy |
655
+30
| +5% | +$12.5K | 0.08% | 92 |
|
|
2021
Q4 | $273K | Buy |
625
+265
| +74% | +$116K | 0.08% | 85 |
|
|
2021
Q3 | $142K | Buy |
360
+40
| +13% | +$15.8K | 0.05% | 108 |
|
|
2021
Q2 | $126K | Hold |
320
| – | – | 0.03% | 129 |
|
|
2021
Q1 | $117K | Buy |
320
+1
| +0.3% | +$366 | 0.03% | 128 |
|
|
2020
Q4 | $110K | Hold |
319
| – | – | 0.03% | 128 |
|
|
2020
Q3 | $98K | Hold |
319
| – | – | 0.03% | 115 |
|
|
2020
Q2 | $90K | Hold |
319
| – | – | 0.03% | 109 |
|
|
2020
Q1 | $76K | Buy |
319
+270
| +551% | +$64.3K | 0.03% | 104 |
|
|
2019
Q4 | $14K | Buy |
+49
| New | +$14K | 0.01% | 168 |
|