LWS
Lucia Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $427K | Hold |
1,387
| – | – | 0.1% | 102 |
|
|
2020
Q2 | $393K | Hold |
1,387
| – | – | 0.1% | 103 |
|
|
2020
Q1 | $328K | Hold |
1,387
| – | – | 0.11% | 121 |
|
|
2019
Q4 | $410K | Hold |
1,387
| – | – | 0.13% | 97 |
|
|
2019
Q3 | $378K | Hold |
1,387
| – | – | 0.13% | 90 |
|
|
2019
Q2 | $373K | Hold |
1,387
| – | – | 0.13% | 90 |
|
|
2019
Q1 | $360K | Hold |
1,387
| – | – | 0.12% | 102 |
|
|
2018
Q4 | $319K | Buy |
+1,387
| New | +$319K | 0.15% | 95 |
|
|
2018
Q3 | – | Sell |
-685
| Closed | -$171K | – | 238 |
|
|
2018
Q2 | $171K | Buy |
+685
| New | +$171K | 0.07% | 135 |
|