Spearhead Capital Advisors’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
Q3
$297K Sell
905
-2,114
-70% -$694K 0.32% 86
2022
Q2
$1.05M Hold
3,019
0.16% 67
2022
Q1
$1.25M Buy
3,019
+669
+28% +$278K 0.16% 67
2021
Q4
$1.03M Buy
2,350
+280
+14% +$122K 0.12% 69
2021
Q3
$816K Buy
+2,070
New +$816K 0.11% 65