Strong Tower Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,622
| Closed | -$811K | – | 106 |
|
2024
Q2 | $811K | Buy |
1,622
+394
| +32% | +$197K | 0.27% | 71 |
|
2024
Q1 | $590K | Buy |
1,228
+19
| +2% | +$9.12K | 0.24% | 70 |
|
2023
Q4 | $528K | Buy |
+1,209
| New | +$528K | 0.23% | 73 |
|
2022
Q1 | – | Sell |
-714
| Closed | -$312K | – | 113 |
|
2021
Q4 | $312K | Buy |
714
+207
| +41% | +$90.5K | 0.17% | 99 |
|
2021
Q3 | $203K | Buy |
+507
| New | +$203K | 0.12% | 101 |
|