NewFocus Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.59M | Buy |
13,349
+4,369
| +49% | +$1.5M | 1.35% | 20 |
|
|
2020
Q3 | $2.76M | Buy |
8,980
+2,458
| +38% | +$756K | 0.92% | 30 |
|
|
2020
Q2 | $1.85M | Buy |
+6,522
| New | +$1.85M | 0.66% | 42 |
|
|
2020
Q1 | – | Sell |
-1,478
| Closed | -$437K | – | 111 |
|
|
2019
Q4 | $437K | Hold |
1,478
| – | – | 0.17% | 69 |
|
|
2019
Q3 | $403K | Hold |
1,478
| – | – | 0.18% | 68 |
|
|
2019
Q2 | $398K | Buy |
+1,478
| New | +$398K | 0.18% | 65 |
|