New England Professional Planning 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
Q1 | – | Sell |
-1,114
| Closed | -$391K | – | 43 |
|
|
2022
Q4 | $391K | Buy |
+1,114
| New | +$391K | 0.22% | 22 |
|
|
2020
Q3 | – | Sell |
-1,952
| Closed | -$602K | – | 45 |
|
|
2020
Q2 | $602K | Hold |
1,952
| – | – | 0.46% | 13 |
|
|
2020
Q1 | $509K | Sell |
1,952
-92
| -5% | -$24K | 0.47% | 15 |
|
|
2019
Q4 | $605K | Buy |
+2,044
| New | +$605K | 0.48% | 16 |
|
|
2018
Q3 | $515K | Hold |
1,927
| – | – | 0.59% | 17 |
|
|
2018
Q2 | $481K | Hold |
1,927
| – | – | 0.62% | 17 |
|
|
2018
Q1 | $468K | Hold |
1,927
| – | – | 0.62% | 19 |
|
|
2017
Q4 | $481K | Buy |
+1,927
| New | +$481K | 0.59% | 20 |
|
|
2016
Q2 | $383K | Hold |
1,927
| – | – | 0.43% | 26 |
|
|
2016
Q1 | $366K | Hold |
1,927
| – | – | 0.37% | 25 |
|
|
2015
Q4 | $360K | Hold |
1,927
| – | – | 0.4% | 26 |
|
|
2015
Q3 | $368K | Hold |
1,927
| – | – | 0.42% | 26 |
|
|
2015
Q2 | $364K | Hold |
1,927
| – | – | 0.48% | 25 |
|
|
2015
Q1 | $373K | Buy |
+1,927
| New | +$373K | 0.5% | 23 |
|