LifePro Asset Management’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
Q3 | $531K | Sell |
1,007
-29
| -3% | -$15.3K | 0.33% | 74 |
|
|
2024
Q2 | $518K | Buy |
1,036
+5
| +0.5% | +$2.5K | 0.37% | 62 |
|
|
2024
Q1 | $496K | Buy |
+1,031
| New | +$496K | 0.33% | 69 |
|
|
2023
Q3 | – | Sell |
-990
| Closed | -$403K | – | 126 |
|
|
2023
Q2 | $403K | Sell |
990
-75
| -7% | -$30.5K | 0.31% | 67 |
|
|
2023
Q1 | $374K | Hold |
1,065
| – | – | 0.27% | 72 |
|
|
2022
Q4 | $374K | Buy |
1,065
+35
| +3% | +$12.3K | 0.27% | 72 |
|
|
2022
Q3 | $338K | Sell |
1,030
-174
| -14% | -$57.1K | 0.19% | 57 |
|
|
2022
Q2 | $417K | Sell |
1,204
-31
| -3% | -$10.7K | 0.22% | 76 |
|
|
2022
Q1 | $513K | Sell |
1,235
-11
| -0.9% | -$4.57K | 0.18% | 72 |
|
|
2021
Q4 | $544K | Buy |
1,246
+76
| +6% | +$33.2K | 0.16% | 66 |
|
|
2021
Q3 | $461K | Buy |
1,170
+181
| +18% | +$71.3K | 0.14% | 61 |
|
|
2021
Q2 | $389K | Buy |
989
+21
| +2% | +$8.26K | 0.12% | 59 |
|
|
2021
Q1 | $353K | Sell |
968
-116
| -11% | -$42.3K | 0.11% | 59 |
|
|
2020
Q4 | $373K | Buy |
+1,084
| New | +$373K | 0.12% | 63 |
|