Lucia Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Lucia Wealth Services’s Portfolio VOO Stock Details VOO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$427K	Hold
2020 Q2	$393K	Hold
2020 Q1	$328K	Hold
2019 Q4	$410K	Hold
2019 Q3	$378K	Hold
2019 Q2	$373K	Hold
2019 Q1	$360K	Hold
2018 Q4	$319K	Buy
2018 Q3	–	Sell
2018 Q2	$171K	Buy