Life Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58
| Closed | -$25.3K | – | 242 |
|
|
2023
Q4 | $25.3K | Buy |
+58
| New | +$25.3K | 0.02% | 127 |
|
|
2022
Q3 | $260K | Hold |
791
| – | – | 0.3% | 44 |
|
|
2022
Q2 | $275K | Buy |
791
+780
| +7,091% | +$271K | 0.31% | 41 |
|
|
2022
Q1 | $5K | Hold |
11
| – | – | 0.01% | 150 |
|
|
2021
Q4 | $5K | Buy |
+11
| New | +$5K | 0.01% | 146 |
|