PYA Waltman Capital’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 | – | Sell |
-115
| Closed | -$38K | – | 190 |
|
|
2022
Q3 | $38K | Hold |
115
| – | – | 0.02% | 107 |
|
|
2022
Q2 | $40K | Hold |
115
| – | – | 0.02% | 108 |
|
|
2022
Q1 | $48K | Hold |
115
| – | – | 0.02% | 103 |
|
|
2021
Q4 | $50K | Buy |
+115
| New | +$50K | 0.03% | 92 |
|
|
2021
Q2 | – | Sell |
-115
| Closed | -$42K | – | 46 |
|
|
2021
Q1 | $42K | Hold |
115
| – | – | 0.02% | 43 |
|
|
2020
Q4 | $40K | Hold |
115
| – | – | 0.02% | 50 |
|
|
2020
Q3 | $35K | Buy |
+115
| New | +$35K | 0.02% | 42 |
|