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

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

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