Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-196
| Closed | -$77K | – | 583 |
|
|
2021
Q3 | $77K | Buy |
196
+70
| +56% | +$27.5K | 0.05% | 226 |
|
|
2021
Q2 | $49K | Hold |
126
| – | – | 0.03% | 315 |
|
|
2021
Q1 | $45K | Buy |
126
+99
| +367% | +$35.4K | 0.03% | 318 |
|
|
2020
Q4 | $9K | Hold |
27
| – | – | 0.01% | 652 |
|
|
2020
Q3 | $8K | Hold |
27
| – | – | 0.01% | 667 |
|
|
2020
Q2 | $8K | Sell |
27
-18
| -40% | -$5.33K | 0.01% | 696 |
|
|
2020
Q1 | $10K | Buy |
+45
| New | +$10K | 0.01% | 592 |
|