Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10
| Closed | -$3.76K | – | 605 |
|
|
2023
Q1 | $3.76K | Buy |
+10
| New | +$3.76K | ﹤0.01% | 385 |
|
|
2022
Q3 | – | Sell |
-455
| Closed | -$158K | – | 337 |
|
|
2022
Q2 | $158K | Sell |
455
-37
| -8% | -$12.8K | 0.06% | 78 |
|
|
2022
Q1 | $204K | Hold |
492
| – | – | 0.22% | 61 |
|
|
2021
Q4 | $215K | Hold |
492
| – | – | 0.16% | 61 |
|
|
2021
Q3 | $194K | Hold |
492
| – | – | 0.15% | 61 |
|
|
2021
Q2 | $194K | Hold |
492
| – | – | 0.17% | 54 |
|
|
2021
Q1 | $179K | Buy |
492
+163
| +50% | +$59.3K | 0.19% | 59 |
|
|
2020
Q4 | $113K | Buy |
+329
| New | +$113K | 0.11% | 81 |
|