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Trellis Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,048
| Closed | -$435K | – | 84 |
|
|
2022
Q1 | $435K | Buy |
1,048
+445
| +74% | +$185K | 0.22% | 47 |
|
|
2021
Q4 | $263K | Buy |
+603
| New | +$263K | 0.12% | 71 |
|
|
2018
Q4 | – | Sell |
-789
| Closed | -$211K | – | 50 |
|
|
2018
Q3 | $211K | Buy |
+789
| New | +$211K | 0.19% | 46 |
|