Syntrinsic’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 | $2.98M | Sell |
5,641
-38
| -0.7% | -$20.1K | 0.99% | 12 |
|
2024
Q2 | $2.84M | Sell |
5,679
-183
| -3% | -$91.5K | 0.94% | 11 |
|
2024
Q1 | $2.82M | Buy |
5,862
+557
| +10% | +$268K | 0.94% | 12 |
|
2023
Q4 | $2.32M | Sell |
5,305
-224
| -4% | -$97.9K | 0.8% | 14 |
|
2023
Q3 | $2.17M | Buy |
+5,529
| New | +$2.17M | 1.02% | 9 |
|