PPSG
Princeton Portfolio Strategies Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.49M | Hold |
8,868
| – | – | 0.68% | 42 |
|
|
2021
Q1 | $3.23M | Hold |
8,868
| – | – | 0.63% | 43 |
|
|
2020
Q4 | $3.05M | Sell |
8,868
-90
| -1% | -$30.9K | 0.6% | 45 |
|
|
2020
Q3 | $2.76M | Sell |
8,958
-70
| -0.8% | -$21.5K | 0.6% | 43 |
|
|
2020
Q2 | $2.56M | Buy |
9,028
+850
| +10% | +$241K | 0.61% | 43 |
|
|
2020
Q1 | $1.94M | Buy |
8,178
+2,425
| +42% | +$574K | 0.56% | 48 |
|
|
2019
Q4 | $1.7M | Hold |
5,753
| – | – | 0.4% | 67 |
|
|
2019
Q3 | $1.57M | Buy |
5,753
+255
| +5% | +$69.5K | 0.39% | 63 |
|
|
2019
Q2 | $1.48M | Hold |
5,498
| – | – | 0.38% | 65 |
|
|
2019
Q1 | $1.43M | Buy |
5,498
+1,995
| +57% | +$518K | 0.38% | 66 |
|
|
2018
Q4 | $805K | Buy |
3,503
+2,166
| +162% | +$498K | 0.25% | 89 |
|
|
2018
Q3 | $357K | Hold |
1,337
| – | – | 0.09% | 130 |
|
|
2018
Q2 | $334K | Hold |
1,337
| – | – | 0.1% | 127 |
|
|
2018
Q1 | $324K | Buy |
+1,337
| New | +$324K | 0.09% | 129 |
|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$283K | – | 141 |
|
|
2016
Q1 | $283K | Buy |
+1,500
| New | +$283K | 0.1% | 124 |
|
|
2015
Q4 | – | Sell |
-3,170
| Closed | -$557K | – | 140 |
|
|
2015
Q3 | $557K | Buy |
+3,170
| New | +$557K | 0.23% | 87 |
|