Pekin Hardy Strauss’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
2021
Q4
Sell
-537
Closed -$212K 354
2021
Q3
$212K Hold
537
0.03% 303
2021
Q2
$211K Sell
537
-80
-13% -$31.4K 0.03% 293
2021
Q1
$225K Buy
+617
New +$225K 0.04% 272