Radnor Financial 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
Q3 | $8.46M | Buy |
25,773
+6,170
| +31% | +$2.03M | 2.98% | 11 |
|
|
2022
Q2 | $6.8M | Buy |
19,603
+5,104
| +35% | +$1.77M | 2.34% | 12 |
|
|
2022
Q1 | $6.02M | Buy |
14,499
+9,702
| +202% | +$4.03M | 2.19% | 12 |
|
|
2021
Q4 | $2.09M | Buy |
4,797
+181
| +4% | +$79K | 0.74% | 20 |
|
|
2021
Q3 | $1.82M | Buy |
4,616
+1,298
| +39% | +$512K | 0.66% | 21 |
|
|
2021
Q2 | $1.31M | Buy |
3,318
+691
| +26% | +$272K | 0.47% | 25 |
|
|
2021
Q1 | $1M | Buy |
+2,627
| New | +$1M | 0.44% | 23 |
|