LifePlan Financial Group’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
Q3 | $549K | Hold |
1,785
| – | – | 0.24% | 74 |
|
|
2020
Q2 | $506K | Buy |
1,785
+61
| +4% | +$17.3K | 0.23% | 75 |
|
|
2020
Q1 | $408K | Hold |
1,724
| – | – | 0.22% | 77 |
|
|
2019
Q4 | $510K | Buy |
1,724
+71
| +4% | +$21K | 0.23% | 76 |
|
|
2019
Q3 | $451K | Buy |
1,653
+887
| +116% | +$242K | 0.21% | 79 |
|
|
2019
Q2 | $206K | Buy |
766
+726
| +1,815% | +$195K | 0.1% | 127 |
|
|
2019
Q1 | $10K | Buy |
+40
| New | +$10K | 0.01% | 409 |
|