TrueWealth LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $695K | Buy |
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|
2019
Q4 | $302K | Buy |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $308K | Sell |
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|
2018
Q4 | $279K | Buy |
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|
2018
Q3 | $322K | Buy |
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|
2018
Q2 | $300K | Buy |
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|
2018
Q1 | $250K | Buy |
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|
2017
Q4 | $252K | Buy |
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