Lionsbridge Wealth 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
2023
Q3
Sell
-9,932
Closed -$4.05M 47
2023
Q2
$4.05M Buy
+9,932
New +$4.05M 3.61% 8
2020
Q1
Sell
-35,050
Closed -$10.4M 307
2019
Q4
$10.4M Buy
+35,050
New +$10.4M 9.69% 1