Rainsberger Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $379K | Buy |
868
+6
| +0.7% | +$2.62K | 0.21% | 61 |
|
|
2023
Q3 | $339K | Sell |
862
-116
| -12% | -$45.6K | 0.21% | 62 |
|
|
2023
Q2 | $398K | Buy |
978
+7
| +0.7% | +$2.85K | 0.24% | 58 |
|
|
2023
Q1 | $365K | Buy |
971
+3
| +0.3% | +$1.13K | 0.22% | 63 |
|
|
2022
Q4 | $340K | Buy |
+968
| New | +$340K | 0.22% | 66 |
|
|
2022
Q2 | – | Sell |
-519
| Closed | -$216K | – | 62 |
|
|
2022
Q1 | $216K | Buy |
519
+1
| +0.2% | +$416 | 0.14% | 63 |
|
|
2021
Q4 | $226K | Buy |
+518
| New | +$226K | 0.13% | 65 |
|