MinichMacGregor Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,030
| Closed | -$518K | – | 117 |
|
|
2020
Q1 | $518K | Buy |
+2,030
| New | +$518K | 0.46% | 58 |
|
|
2018
Q4 | – | Sell |
-137
| Closed | -$36K | – | 510 |
|
|
2018
Q3 | $36K | Buy |
137
+27
| +25% | +$7.1K | 0.02% | 153 |
|
|
2018
Q2 | $27K | Hold |
110
| – | – | 0.02% | 175 |
|
|
2018
Q1 | $26K | Hold |
110
| – | – | 0.02% | 182 |
|
|
2017
Q4 | $26K | Hold |
110
| – | – | 0.02% | 176 |
|
|
2017
Q3 | $25K | Hold |
110
| – | – | 0.02% | 172 |
|
|
2017
Q2 | $24K | Hold |
110
| – | – | 0.02% | 168 |
|
|
2017
Q1 | $23K | Buy |
+110
| New | +$23K | 0.02% | 166 |
|