Ten Capital Wealth Advisors’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 | $585K | Sell |
1,431
-19
| -1% | -$7.77K | 0.17% | 50 |
|
|
2023
Q1 | $545K | Buy |
1,450
+1,265
| +684% | +$476K | 0.18% | 44 |
|
|
2022
Q4 | $65K | Buy |
185
+23
| +14% | +$8.08K | 0.03% | 156 |
|
|
2022
Q3 | $53K | Buy |
162
+120
| +286% | +$39.3K | 0.02% | 151 |
|
|
2022
Q2 | $15K | Buy |
+42
| New | +$15K | 0.01% | 232 |
|
|
2022
Q1 | – | Sell |
-77
| Closed | -$34K | – | 554 |
|
|
2021
Q4 | $34K | Sell |
77
-8
| -9% | -$3.53K | 0.01% | 167 |
|
|
2021
Q3 | $34K | Buy |
85
+8
| +10% | +$3.2K | 0.02% | 165 |
|
|
2021
Q2 | $30K | Buy |
+77
| New | +$30K | 0.01% | 216 |
|