UCIG
Ulrich Consultants & Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $10.8M | Buy |
26,545
+1,444
| +6% | +$588K | 26.12% | 2 |
|
|
2023
Q1 | $9.44M | Sell |
25,101
-105
| -0.4% | -$39.5K | 19.72% | 3 |
|
|
2022
Q4 | $8.86M | Buy |
25,206
+5,619
| +29% | +$1.97M | 19.83% | 3 |
|
|
2022
Q3 | $6.43M | Buy |
19,587
+1,326
| +7% | +$435K | 4.96% | 7 |
|
|
2022
Q2 | $6.33M | Buy |
+18,261
| New | +$6.33M | 3.47% | 9 |
|