Peterson Financial 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
Q3 | $168K | Buy |
+318
| New | +$168K | 0.65% | 39 |
|
|
2024
Q1 | – | Sell |
-511
| Closed | -$223K | – | 31 |
|
|
2023
Q4 | $223K | Buy |
+511
| New | +$223K | 1.46% | 27 |
|
|
2023
Q1 | – | Sell |
-669
| Closed | -$235K | – | 73 |
|
|
2022
Q4 | $235K | Buy |
669
+32
| +5% | +$11.2K | 0.31% | 68 |
|
|
2022
Q3 | $209K | Sell |
637
-6
| -0.9% | -$1.97K | 0.2% | 73 |
|
|
2022
Q2 | $223K | Sell |
643
-3
| -0.5% | -$1.04K | 0.21% | 72 |
|
|
2022
Q1 | $268K | Sell |
646
-83
| -11% | -$34.5K | 0.22% | 70 |
|
|
2021
Q4 | $318K | Buy |
+729
| New | +$318K | 0.26% | 67 |
|