LWS Wealth Advisors’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
Q2 | – | Sell |
-780
| Closed | -$293K | – | 61 |
|
|
2023
Q1 | $293K | Hold |
780
| – | – | 0.12% | 48 |
|
|
2022
Q4 | $274K | Hold |
780
| – | – | 0.11% | 50 |
|
|
2022
Q3 | $256K | Hold |
780
| – | – | 0.1% | 54 |
|
|
2022
Q2 | $271K | Hold |
780
| – | – | 0.13% | 55 |
|
|
2022
Q1 | $324K | Hold |
780
| – | – | 0.14% | 46 |
|
|
2021
Q4 | $341K | Hold |
780
| – | – | 0.14% | 45 |
|
|
2021
Q3 | $308K | Buy |
+780
| New | +$308K | 0.14% | 47 |
|