SWM
Selective Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-298
| Closed | -$37K | – | 706 |
|
|
2022
Q3 | $37K | Sell |
298
-132
| -31% | -$16.4K | 0.02% | 335 |
|
|
2022
Q2 | $57K | Buy |
430
+37
| +9% | +$4.91K | 0.02% | 302 |
|
|
2022
Q1 | $59K | Buy |
393
+339
| +628% | +$50.9K | 0.02% | 278 |
|
|
2021
Q4 | $8K | Hold |
54
| – | – | ﹤0.01% | 511 |
|
|
2021
Q3 | $8K | Hold |
54
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $8K | Hold |
54
| – | – | 0.01% | 377 |
|
|
2021
Q1 | $7K | Hold |
54
| – | – | 0.01% | 287 |
|
|
2020
Q4 | $7K | Hold |
54
| – | – | ﹤0.01% | 274 |
|
|
2020
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 242 |
|
|
2020
Q2 | $6K | Hold |
54
| – | – | 0.01% | 292 |
|
|
2020
Q1 | $5K | Hold |
54
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $7K | Hold |
54
| – | – | 0.01% | 192 |
|
|
2019
Q3 | $6K | Buy |
+54
| New | +$6K | 0.01% | 214 |
|