Newman & Schimel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.77M | Buy |
7,886
+688
| +10% | +$242K | 1.25% | 16 |
|
|
2022
Q3 | $2.36M | Buy |
7,198
+3,039
| +73% | +$998K | 1.17% | 15 |
|
|
2022
Q2 | $1.44M | Buy |
4,159
+190
| +5% | +$65.9K | 0.69% | 17 |
|
|
2022
Q1 | $1.65M | Buy |
3,969
+93
| +2% | +$38.6K | 1.07% | 12 |
|
|
2021
Q4 | $1.69M | Buy |
3,876
+22
| +0.6% | +$9.6K | 0.96% | 14 |
|
|
2021
Q3 | $1.52M | Buy |
3,854
+2,262
| +142% | +$892K | 0.95% | 13 |
|
|
2021
Q2 | $627K | Buy |
1,592
+5
| +0.3% | +$1.97K | 0.39% | 22 |
|
|
2021
Q1 | $578K | Sell |
1,587
-375
| -19% | -$137K | 0.39% | 25 |
|
|
2020
Q4 | $674K | Buy |
+1,962
| New | +$674K | 0.56% | 17 |
|