Monument Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,686
| Closed | -$700K | – | 155 |
|
|
2022
Q1 | $700K | Sell |
1,686
-11
| -0.6% | -$4.57K | 0.23% | 90 |
|
|
2021
Q4 | $741K | Buy |
1,697
+7
| +0.4% | +$3.06K | 0.23% | 92 |
|
|
2021
Q3 | $666K | Buy |
1,690
+5
| +0.3% | +$1.97K | 0.23% | 92 |
|
|
2021
Q2 | $663K | Buy |
1,685
+5
| +0.3% | +$1.97K | 0.23% | 89 |
|
|
2021
Q1 | $612K | Sell |
1,680
-11,566
| -87% | -$4.21M | 0.25% | 80 |
|
|
2020
Q4 | $4.55M | Buy |
+13,246
| New | +$4.55M | 2.1% | 7 |
|
|
2020
Q1 | – | Sell |
-3,848
| Closed | -$1.14M | – | 83 |
|
|
2019
Q4 | $1.14M | Buy |
3,848
+20
| +0.5% | +$5.92K | 0.58% | 71 |
|
|
2019
Q3 | $1.04M | Buy |
+3,828
| New | +$1.04M | 0.57% | 71 |
|
|
2018
Q4 | – | Sell |
-473
| Closed | -$126K | – | 299 |
|
|
2018
Q3 | $126K | Buy |
473
+427
| +928% | +$114K | 0.07% | 95 |
|
|
2018
Q2 | $11K | Sell |
46
-149
| -76% | -$35.6K | 0.01% | 120 |
|
|
2018
Q1 | $46K | Sell |
195
-6
| -3% | -$1.42K | 0.03% | 93 |
|
|
2017
Q4 | $49K | Buy |
+201
| New | +$49K | 0.03% | 83 |
|