SVB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $44M | Buy |
106,050
+9,490
| +10% | +$3.94M | 27.31% | 1 |
|
|
2021
Q4 | $42.2M | Sell |
96,560
-14,267
| -13% | -$6.23M | 28.03% | 1 |
|
|
2021
Q3 | $43.7M | Buy |
110,827
+1,425
| +1% | +$562K | 29.14% | 1 |
|
|
2021
Q2 | $43.1M | Buy |
109,402
+14,579
| +15% | +$5.74M | 28.71% | 1 |
|
|
2021
Q1 | $34.4M | Sell |
94,823
-1,244
| -1% | -$452K | 27.44% | 1 |
|
|
2020
Q4 | $33M | Buy |
96,067
+1,522
| +2% | +$523K | 25.63% | 1 |
|
|
2020
Q3 | $29.1M | Buy |
94,545
+5,643
| +6% | +$1.74M | 24.65% | 1 |
|
|
2020
Q2 | $25.3M | Sell |
88,902
-85,306
| -49% | -$24.2M | 23.12% | 1 |
|
|
2020
Q1 | $41.3M | Buy |
174,208
+84,215
| +94% | +$19.9M | 35.76% | 1 |
|
|
2019
Q4 | $26.6M | Buy |
+89,993
| New | +$26.6M | 25.24% | 1 |
|