Sanford Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $7.87M | Buy |
22,385
+14,184
| +173% | +$4.98M | 1.87% | 13 |
|
2022
Q3 | $2.7M | Buy |
8,201
+490
| +6% | +$161K | 0.77% | 22 |
|
2022
Q2 | $2.68M | Buy |
7,711
+502
| +7% | +$174K | 0.76% | 18 |
|
2022
Q1 | $3M | Buy |
7,209
+168
| +2% | +$69.9K | 0.82% | 19 |
|
2021
Q4 | $3.08M | Buy |
7,041
+921
| +15% | +$402K | 0.69% | 19 |
|
2021
Q3 | $2.42M | Buy |
6,120
+113
| +2% | +$44.6K | 0.61% | 22 |
|
2021
Q2 | $2.36M | Buy |
6,007
+25
| +0.4% | +$9.84K | 0.61% | 20 |
|
2021
Q1 | $2.18M | Sell |
5,982
-178
| -3% | -$64.8K | 0.61% | 20 |
|
2020
Q4 | $2.12M | Buy |
+6,160
| New | +$2.12M | 0.68% | 17 |
|