Southern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $13.9M | Buy |
36,935
+693
| +2% | +$261K | 5.39% | 6 |
|
|
2022
Q4 | $12.7M | Sell |
36,242
-3,757
| -9% | -$1.32M | 5.12% | 6 |
|
|
2022
Q3 | $14.2M | Buy |
39,999
+3,510
| +10% | +$1.25M | 5.71% | 6 |
|
|
2022
Q2 | $12.7M | Buy |
36,489
+4,906
| +16% | +$1.7M | 4.85% | 6 |
|
|
2022
Q1 | $13.1M | Buy |
31,583
+1,229
| +4% | +$510K | 4.27% | 9 |
|
|
2021
Q4 | $13.3M | Sell |
30,354
-3,250
| -10% | -$1.42M | 5.24% | 4 |
|
|
2021
Q3 | $13.3M | Buy |
33,604
+564
| +2% | +$222K | 3.9% | 9 |
|
|
2021
Q2 | $13.4M | Buy |
33,040
+140
| +0.4% | +$57K | 3.88% | 10 |
|
|
2021
Q1 | $12M | Buy |
32,900
+654
| +2% | +$238K | 3.95% | 8 |
|
|
2020
Q4 | $11.1M | Buy |
32,246
+2,003
| +7% | +$688K | 4.2% | 9 |
|
|
2020
Q3 | $9.3M | Buy |
30,243
+8,270
| +38% | +$2.54M | 3.43% | 9 |
|
|
2020
Q2 | $6.23M | Buy |
21,973
+17,616
| +404% | +$4.99M | 1.21% | 9 |
|
|
2020
Q1 | $1.03M | Buy |
4,357
+1,634
| +60% | +$387K | 0.21% | 32 |
|
|
2019
Q4 | $805K | Buy |
+2,723
| New | +$805K | 0.15% | 37 |
|