Leo H. Evart Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.94M | Sell |
4,937
-286
| -5% | -$112K | 2.97% | 12 |
|
|
2023
Q2 | $2.13M | Hold |
5,223
| – | – | 2.95% | 12 |
|
|
2023
Q1 | $1.96M | Buy |
5,223
+21
| +0.4% | +$7.9K | 2.87% | 13 |
|
|
2022
Q4 | $1.83M | Buy |
5,202
+47
| +0.9% | +$16.5K | 2.76% | 13 |
|
|
2022
Q3 | $1.69M | Sell |
5,155
-250
| -5% | -$82.1K | 2.58% | 14 |
|
|
2022
Q2 | $1.88M | Sell |
5,405
-70
| -1% | -$24.3K | 2.28% | 15 |
|
|
2022
Q1 | $2.27M | Sell |
5,475
-4
| -0.1% | -$1.66K | 2.35% | 16 |
|
|
2021
Q4 | $2.39M | Buy |
+5,479
| New | +$2.39M | 2.33% | 15 |
|