Lighthouse Financial Advisors’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
Q4
Sell
-1,367
Closed -$420K 113
2020
Q3
$420K Hold
1,367
0.16% 74
2020
Q2
$323K Hold
1,367
0.14% 78
2020
Q1
$323K Buy
1,367
+143
+12% +$33.8K 0.2% 65
2019
Q4
$362K Buy
+1,224
New +$362K 0.17% 66