NR
Newfound Research’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.58M | Buy |
+7,847
| New | +$2.58M | 6.31% | 6 |
|
|
2022
Q2 | – | Sell |
-16,128
| Closed | -$6.7M | – | 151 |
|
|
2022
Q1 | $6.7M | Sell |
16,128
-18,872
| -54% | -$7.84M | 8.71% | 3 |
|
|
2021
Q4 | $15.3M | Buy |
35,000
+11,615
| +50% | +$5.07M | 18.44% | 1 |
|
|
2021
Q3 | $9.22M | Buy |
23,385
+10,148
| +77% | +$4M | 14.93% | 2 |
|
|
2021
Q2 | $5.21M | Buy |
13,237
+11,072
| +511% | +$4.36M | 10.32% | 2 |
|
|
2021
Q1 | $789K | Buy |
+2,165
| New | +$789K | 1.83% | 13 |
|