SimplyRich’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
Q3 | – | Sell |
-811
| Closed | -$405K | – | 227 |
|
|
2024
Q2 | $405K | Hold |
811
| – | – | 0.13% | 124 |
|
|
2024
Q1 | $390K | Hold |
811
| – | – | 0.13% | 128 |
|
|
2023
Q4 | $354K | Buy |
+811
| New | +$354K | 0.12% | 133 |
|
|
2023
Q3 | – | Sell |
-811
| Closed | -$330K | – | 168 |
|
|
2023
Q2 | $330K | Hold |
811
| – | – | 0.12% | 140 |
|
|
2023
Q1 | $304K | Hold |
811
| – | – | 0.11% | 140 |
|
|
2022
Q4 | $284K | Hold |
811
| – | – | 0.11% | 146 |
|
|
2022
Q3 | $266K | Hold |
811
| – | – | 0.12% | 139 |
|
|
2022
Q2 | $281K | Hold |
811
| – | – | 0.12% | 137 |
|
|
2022
Q1 | $336K | Hold |
811
| – | – | 0.12% | 139 |
|
|
2021
Q4 | $354K | Hold |
811
| – | – | 0.12% | 140 |
|
|
2021
Q3 | $319K | Buy |
+811
| New | +$319K | 0.12% | 142 |
|