Range Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,136
| Closed | -$496K | – | 196 |
|
|
2023
Q4 | $496K | Buy |
1,136
+9
| +0.8% | +$3.93K | 0.3% | 109 |
|
|
2023
Q3 | $443K | Buy |
1,127
+2
| +0.2% | +$785 | 0.29% | 106 |
|
|
2023
Q2 | $458K | Hold |
1,125
| – | – | 0.29% | 113 |
|
|
2023
Q1 | $423K | Buy |
1,125
+5
| +0.4% | +$1.88K | 0.28% | 120 |
|
|
2022
Q4 | $394K | Buy |
+1,120
| New | +$394K | 0.27% | 133 |
|