NEIRG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,303
| Closed | -$938K | – | 118 |
|
|
2023
Q2 | $938K | Buy |
2,303
+33
| +1% | +$13.4K | 0.17% | 79 |
|
|
2023
Q1 | $854K | Buy |
2,270
+2
| +0.1% | +$752 | 0.15% | 90 |
|
|
2022
Q4 | $797K | Buy |
2,268
+4
| +0.2% | +$1.41K | 0.15% | 96 |
|
|
2022
Q3 | $743K | Sell |
2,264
-438
| -16% | -$144K | 0.15% | 99 |
|
|
2022
Q2 | $937K | Hold |
2,702
| – | – | 0.2% | 88 |
|
|
2022
Q1 | $1.12M | Buy |
2,702
+1
| +0% | +$415 | 0.22% | 83 |
|
|
2021
Q4 | $1.18M | Buy |
+2,701
| New | +$1.18M | 0.23% | 64 |
|