Resource Management’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 | $1.03M | Buy |
2,354
+65
| +3% | +$28.4K | 0.11% | 65 |
|
|
2021
Q3 | $903K | Buy |
2,289
+16
| +0.7% | +$6.31K | 0.1% | 69 |
|
|
2021
Q2 | $894K | Buy |
2,273
+272
| +14% | +$107K | 0.1% | 73 |
|
|
2021
Q1 | $729K | Buy |
2,001
+154
| +8% | +$56.1K | 0.09% | 80 |
|
|
2020
Q4 | $635K | Buy |
1,847
+70
| +4% | +$24.1K | 0.09% | 85 |
|
|
2020
Q3 | $547K | Buy |
1,777
+8
| +0.5% | +$2.46K | 0.09% | 81 |
|
|
2020
Q2 | $501K | Hold |
1,769
| – | – | 0.09% | 73 |
|
|
2020
Q1 | $419K | Buy |
1,769
+499
| +39% | +$118K | 0.09% | 81 |
|
|
2019
Q4 | $376K | Buy |
1,270
+10
| +0.8% | +$2.96K | 0.06% | 104 |
|
|
2019
Q3 | $343K | Buy |
1,260
+4
| +0.3% | +$1.09K | 0.06% | 105 |
|
|
2019
Q2 | $338K | Hold |
1,256
| – | – | 0.06% | 106 |
|
|
2019
Q1 | $326K | Buy |
+1,256
| New | +$326K | 0.06% | 105 |
|
|
2018
Q4 | – | Sell |
-799
| Closed | -$214K | – | 143 |
|
|
2018
Q3 | $214K | Sell |
799
-396
| -33% | -$106K | 0.04% | 134 |
|
|
2018
Q2 | $298K | Buy |
1,195
+31
| +3% | +$7.73K | 0.06% | 98 |
|
|
2018
Q1 | $282K | Buy |
1,164
+59
| +5% | +$14.3K | 0.06% | 99 |
|
|
2017
Q4 | $270K | Buy |
+1,105
| New | +$270K | 0.06% | 105 |
|