Resource Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.31M | Buy |
14,442
+12,662
| +711% | +$5.53M | 4.01% | 6 |
|
|
2023
Q3 | $699K | Buy |
+1,780
| New | +$699K | 0.59% | 33 |
|
|
2022
Q2 | – | Sell |
-484
| Closed | -$201K | – | 72 |
|
|
2022
Q1 | $201K | Buy |
484
+14
| +3% | +$5.81K | 0.14% | 68 |
|
|
2021
Q4 | $205K | Buy |
+470
| New | +$205K | 0.14% | 68 |
|
|
2018
Q4 | – | Sell |
-1,967
| Closed | -$525K | – | 49 |
|
|
2018
Q3 | $525K | Buy |
+1,967
| New | +$525K | 0.41% | 21 |
|