Retirement 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 | $13K | Buy |
+27
| New | +$13K | ﹤0.01% | 420 |
|
|
2023
Q3 | – | Sell |
-191
| Closed | -$77.8K | – | 833 |
|
|
2023
Q2 | $77.8K | Hold |
191
| – | – | 0.03% | 160 |
|
|
2023
Q1 | $72K | Hold |
191
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $67K | Buy |
191
+94
| +97% | +$33K | 0.03% | 164 |
|
|
2022
Q3 | $32K | Sell |
97
-353
| -78% | -$116K | 0.03% | 149 |
|
|
2022
Q2 | $156K | Buy |
450
+385
| +592% | +$133K | 0.06% | 119 |
|
|
2022
Q1 | $27K | Hold |
65
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $28K | Sell |
65
-1
| -2% | -$431 | 0.01% | 284 |
|
|
2021
Q3 | $26K | Buy |
66
+60
| +1,000% | +$23.6K | 0.01% | 282 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 650 |
|
|
2020
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 588 |
|
|
2020
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 577 |
|
|
2020
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 562 |
|
|
2019
Q4 | $175K | Buy |
+591
| New | +$175K | 0.11% | 119 |
|