Norris Perne & French’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-430
| Closed | -$227K | – | 150 |
|
2024
Q3 | $227K | Buy |
+430
| New | +$227K | 0.02% | 136 |
|
2022
Q2 | – | Sell |
-591
| Closed | -$245K | – | 159 |
|
2022
Q1 | $245K | Buy |
+591
| New | +$245K | 0.02% | 138 |
|
2018
Q4 | – | Sell |
-780
| Closed | -$208K | – | 136 |
|
2018
Q3 | $208K | Buy |
+780
| New | +$208K | 0.03% | 137 |
|