Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $205K | Sell |
381
-140
| -27% | -$75.5K | 0.15% | 89 |
|
|
2024
Q3 | $275K | Buy |
521
+2
| +0.4% | +$1.06K | 0.21% | 72 |
|
|
2024
Q2 | $260K | Hold |
519
| – | – | 0.21% | 77 |
|
|
2024
Q1 | $250K | Buy |
519
+3
| +0.6% | +$1.44K | 0.21% | 71 |
|
|
2023
Q4 | $225K | Buy |
516
+4
| +0.8% | +$1.75K | 0.2% | 75 |
|
|
2023
Q3 | $201K | Buy |
512
+2
| +0.4% | +$785 | 0.19% | 80 |
|
|
2023
Q2 | $208K | Buy |
+510
| New | +$208K | 0.19% | 80 |
|