swisspartners’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 | – | Sell |
-1,200
| Closed | -$531K | – | 88 |
|
|
2021
Q4 | $531K | Sell |
1,200
-150
| -11% | -$66.4K | 0.38% | 52 |
|
|
2021
Q3 | $533K | Sell |
1,350
-230
| -15% | -$90.8K | 0.41% | 51 |
|
|
2021
Q2 | $622K | Hold |
1,580
| – | – | 0.44% | 55 |
|
|
2021
Q1 | $577K | Hold |
1,580
| – | – | 0.47% | 52 |
|
|
2020
Q4 | $534K | Buy |
+1,580
| New | +$534K | 0.47% | 48 |
|