Rinet Company’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
Q3 | $1.1M | Buy |
2,796
+1
| +0% | +$394 | 0.21% | 38 |
|
|
2021
Q2 | $1.1M | Hold |
2,795
| – | – | 0.21% | 37 |
|
|
2021
Q1 | $1.02M | Sell |
2,795
-408
| -13% | -$149K | 0.21% | 36 |
|
|
2020
Q4 | $1.1M | Buy |
3,203
+79
| +3% | +$27.2K | 0.31% | 18 |
|
|
2020
Q3 | $961K | Buy |
3,124
+3
| +0.1% | +$923 | 0.31% | 18 |
|
|
2020
Q2 | $885K | Hold |
3,121
| – | – | 0.31% | 18 |
|
|
2020
Q1 | $739K | Buy |
3,121
+412
| +15% | +$97.6K | 0.28% | 18 |
|
|
2019
Q4 | $801K | Buy |
2,709
+5
| +0.2% | +$1.48K | 0.22% | 18 |
|
|
2019
Q3 | $737K | Buy |
+2,704
| New | +$737K | 0.23% | 18 |
|
|
2017
Q4 | – | Sell |
-885
| Closed | -$204K | – | 21 |
|
|
2017
Q3 | $204K | Buy |
+885
| New | +$204K | 0.08% | 21 |
|