Oliver Lagore Vanvalin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5
| Closed | -$2.64K | – | 728 |
|
|
2024
Q3 | $2.64K | Sell |
5
-122
| -96% | -$64.4K | ﹤0.01% | 558 |
|
|
2024
Q2 | $63.5K | Buy |
127
+122
| +2,440% | +$61K | 0.02% | 214 |
|
|
2024
Q1 | $2.4K | Sell |
5
-64
| -93% | -$30.8K | ﹤0.01% | 601 |
|
|
2023
Q4 | $30.1K | Sell |
69
-29
| -30% | -$12.7K | 0.01% | 266 |
|
|
2023
Q3 | $38.5K | Sell |
98
-206
| -68% | -$80.9K | 0.02% | 269 |
|
|
2023
Q2 | $124K | Buy |
304
+251
| +474% | +$102K | 0.05% | 154 |
|
|
2023
Q1 | $19.7K | Sell |
53
-98
| -65% | -$36.5K | 0.01% | 281 |
|
|
2022
Q4 | $52.9K | Sell |
151
-3,022
| -95% | -$1.06M | 0.03% | 173 |
|
|
2022
Q3 | $1.04M | Buy |
3,173
+447
| +16% | +$147K | 0.67% | 25 |
|
|
2022
Q2 | $946K | Sell |
2,726
-1,371
| -33% | -$476K | 0.55% | 31 |
|
|
2022
Q1 | $1.69M | Sell |
4,097
-16,583
| -80% | -$6.86M | 1.13% | 18 |
|
|
2021
Q4 | $9.03M | Buy |
+20,680
| New | +$9.03M | 0.65% | 25 |
|