Surevest’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 | $2.6M | Sell |
7,904
-97
| -1% | -$31.8K | 0.71% | 59 |
|
|
2022
Q2 | $2.78M | Hold |
8,001
| – | – | 0.73% | 56 |
|
|
2022
Q1 | $3.32M | Sell |
8,001
-18
| -0.2% | -$7.47K | 0.8% | 53 |
|
|
2021
Q4 | $3.5M | Buy |
8,019
+29
| +0.4% | +$12.7K | 0.83% | 58 |
|
|
2021
Q3 | $3.15M | Sell |
7,990
-55
| -0.7% | -$21.7K | 0.8% | 61 |
|
|
2021
Q2 | $3.17M | Buy |
8,045
+461
| +6% | +$181K | 0.83% | 63 |
|
|
2021
Q1 | $2.76M | Buy |
7,584
+25
| +0.3% | +$9.11K | 0.84% | 62 |
|
|
2020
Q4 | $2.6M | Buy |
7,559
+124
| +2% | +$42.6K | 0.87% | 62 |
|
|
2020
Q3 | $2.29M | Buy |
7,435
+145
| +2% | +$44.6K | 0.9% | 59 |
|
|
2020
Q2 | $2.07M | Buy |
+7,290
| New | +$2.07M | 0.91% | 61 |
|
|
2020
Q1 | – | Sell |
-790
| Closed | -$234K | – | 141 |
|
|
2019
Q4 | $234K | Buy |
+790
| New | +$234K | 0.1% | 133 |
|