Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,039
| Closed | -$928K | – | 287 |
|
|
2018
Q4 | $928K | Buy |
+4,039
| New | +$928K | 0.07% | 60 |
|
|
2016
Q2 | – | Sell |
-6,969
| Closed | -$1.31M | – | 112 |
|
|
2016
Q1 | $1.31M | Sell |
6,969
-571
| -8% | -$108K | 0.14% | 30 |
|
|
2015
Q4 | $1.41M | Buy |
+7,540
| New | +$1.41M | 0.15% | 31 |
|