Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,607
| Closed | -$455K | – | 191 |
|
|
2020
Q2 | $455K | Buy |
1,607
+1
| +0.1% | +$283 | 0.26% | 102 |
|
|
2020
Q1 | $380K | Buy |
1,606
+1
| +0.1% | +$237 | 0.23% | 100 |
|
|
2019
Q4 | $474K | Sell |
1,605
-3
| -0.2% | -$886 | 0.24% | 97 |
|
|
2019
Q3 | $495K | Buy |
1,608
+1,325
| +468% | +$408K | 0.25% | 100 |
|
|
2019
Q2 | $76K | Buy |
+283
| New | +$76K | 0.05% | 306 |
|