Nalls Sherbakoff Group’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
Q4
$365K Sell
836
-478
-36% -$209K 0.33% 48
2023
Q3
$516K Hold
1,314
0.5% 39
2023
Q2
$504K Sell
1,314
-42
-3% -$16.1K 0.5% 39
2023
Q1
$503K Buy
+1,356
New +$503K 0.5% 39
2018
Q4
$95K Buy
+412
New +$95K 0.15% 80