SBK Financial’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
$368K Hold
1,047
0.58% 52
2022
Q3
$344K Buy
1,047
+36
+4% +$11.8K 0.53% 52
2022
Q2
$351K Hold
1,011
0.46% 55
2022
Q1
$420K Buy
1,011
+26
+3% +$10.8K 0.42% 52
2021
Q4
$430K Buy
+985
New +$430K 0.34% 55