MAWCM
Mine & Arao Wealth Creation & Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-118
| Closed | -$56.6K | – | 351 |
|
|
2024
Q1 | $56.6K | Buy |
118
+2
| +2% | +$959 | 0.03% | 140 |
|
|
2023
Q4 | $50.5K | Buy |
116
+1
| +0.9% | +$435 | 0.03% | 141 |
|
|
2023
Q3 | $45.3K | Hold |
115
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $46.9K | Hold |
115
| – | – | 0.03% | 143 |
|
|
2023
Q1 | $43.3K | Buy |
115
+10
| +10% | +$3.77K | 0.03% | 149 |
|
|
2022
Q4 | $36.9K | Buy |
105
+1
| +1% | +$352 | 0.03% | 150 |
|
|
2022
Q3 | $34K | Buy |
104
+1
| +1% | +$327 | 0.03% | 150 |
|
|
2022
Q2 | $36K | Buy |
103
+4
| +4% | +$1.4K | 0.03% | 150 |
|
|
2022
Q1 | $41K | Buy |
99
+9
| +10% | +$3.73K | 0.02% | 158 |
|
|
2021
Q4 | $39K | Buy |
90
+10
| +13% | +$4.33K | 0.02% | 165 |
|
|
2021
Q3 | $32K | Hold |
80
| – | – | 0.02% | 175 |
|
|
2021
Q2 | $31K | Hold |
80
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $29K | Hold |
80
| – | – | 0.02% | 166 |
|
|
2020
Q4 | $27K | Hold |
80
| – | – | 0.02% | 161 |
|
|
2020
Q3 | $25K | Hold |
80
| – | – | 0.02% | 154 |
|
|
2020
Q2 | $23K | Hold |
80
| – | – | 0.02% | 148 |
|
|
2020
Q1 | $19K | Sell |
80
-174
| -69% | -$41.3K | 0.02% | 149 |
|
|
2019
Q4 | $75K | Buy |
+254
| New | +$75K | 0.07% | 101 |
|