Personal Wealth Partners’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
Q3 | – | Sell |
-225
| Closed | -$89K | – | 384 |
|
|
2021
Q2 | $89K | Buy |
+225
| New | +$89K | 0.04% | 124 |
|
|
2020
Q1 | – | Sell |
-225
| Closed | -$67K | – | 598 |
|
|
2019
Q4 | $67K | Hold |
225
| – | – | 0.03% | 129 |
|
|
2019
Q3 | $61K | Hold |
225
| – | – | 0.03% | 136 |
|
|
2019
Q2 | $61K | Buy |
+225
| New | +$61K | 0.03% | 124 |
|