Personal Capital Advisors’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 | $5.66M | Sell |
16,099
-3,296
| -17% | -$1.16M | 0.03% | 192 |
|
|
2022
Q3 | $6.37M | Buy |
19,395
+3,305
| +21% | +$1.08M | 0.03% | 182 |
|
|
2022
Q2 | $5.58M | Buy |
16,090
+1,952
| +14% | +$677K | 0.03% | 191 |
|
|
2022
Q1 | $5.87M | Sell |
14,138
-3,279
| -19% | -$1.36M | 0.03% | 196 |
|
|
2021
Q4 | $7.55M | Buy |
17,417
+2,391
| +16% | +$1.04M | 0.03% | 194 |
|
|
2021
Q3 | $5.93M | Sell |
15,026
-51
| -0.3% | -$20.1K | 0.03% | 197 |
|
|
2021
Q2 | $5.93M | Buy |
15,077
+1,913
| +15% | +$753K | 0.03% | 202 |
|
|
2021
Q1 | $4.8M | Buy |
13,164
+2,014
| +18% | +$734K | 0.03% | 207 |
|
|
2020
Q4 | $3.83M | Buy |
11,150
+1,784
| +19% | +$613K | 0.02% | 204 |
|
|
2020
Q3 | $2.88M | Buy |
9,366
+991
| +12% | +$305K | 0.02% | 214 |
|
|
2020
Q2 | $2.37M | Sell |
8,375
-2,764
| -25% | -$783K | 0.02% | 208 |
|
|
2020
Q1 | $2.29M | Sell |
11,139
-470
| -4% | -$96.4K | 0.02% | 198 |
|
|
2019
Q4 | $3.43M | Buy |
11,609
+1,890
| +19% | +$559K | 0.03% | 185 |
|
|
2019
Q3 | $2.65M | Buy |
9,719
+240
| +3% | +$65.4K | 0.03% | 183 |
|
|
2019
Q2 | $2.55M | Buy |
9,479
+421
| +5% | +$113K | 0.03% | 177 |
|
|
2019
Q1 | $2.35M | Buy |
9,058
+1,194
| +15% | +$310K | 0.03% | 170 |
|
|
2018
Q4 | $1.81M | Buy |
7,864
+1,990
| +34% | +$457K | 0.02% | 168 |
|
|
2018
Q3 | $1.57M | Buy |
5,874
+28
| +0.5% | +$7.48K | 0.02% | 169 |
|
|
2018
Q2 | $1.46M | Buy |
5,846
+69
| +1% | +$17.2K | 0.02% | 167 |
|
|
2018
Q1 | $1.4M | Sell |
5,777
-1,029
| -15% | -$249K | 0.02% | 168 |
|
|
2017
Q4 | $1.67M | Buy |
6,806
+629
| +10% | +$154K | 0.03% | 166 |
|
|
2017
Q3 | $1.43M | Buy |
6,177
+713
| +13% | +$164K | 0.03% | 160 |
|
|
2017
Q2 | $1.21M | Buy |
+5,464
| New | +$1.21M | 0.03% | 163 |
|
|
2016
Q1 | – | Sell |
-8,615
| Closed | -$1.61M | – | 172 |
|
|
2015
Q4 | $1.61M | Buy |
+8,615
| New | +$1.61M | 0.09% | 118 |
|