Logan Capital 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
Q1 | – | Sell |
-76
| Closed | -$26.6K | – | 527 |
|
|
2022
Q4 | $26.6K | Hold |
76
| – | – | ﹤0.01% | 384 |
|
|
2022
Q3 | $25K | Hold |
76
| – | – | ﹤0.01% | 377 |
|
|
2022
Q2 | $26K | Hold |
76
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $31K | Hold |
76
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $33K | Hold |
76
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $30K | Hold |
76
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $30K | Buy |
+76
| New | +$30K | ﹤0.01% | 394 |
|