Vanguard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $251K | Hold |
850
| – | – | 0.26% | 107 |
|
|
2019
Q3 | $231K | Hold |
850
| – | – | 0.27% | 100 |
|
|
2019
Q2 | $228K | Hold |
850
| – | – | 0.28% | 93 |
|
|
2019
Q1 | $220K | Buy |
+850
| New | +$220K | 0.28% | 101 |
|
|
2018
Q4 | – | Sell |
-850
| Closed | -$226K | – | 136 |
|
|
2018
Q3 | $226K | Buy |
+850
| New | +$226K | 0.26% | 104 |
|
|
2018
Q1 | – | Sell |
-20,681
| Closed | -$1.09M | – | 138 |
|
|
2017
Q4 | $1.09M | Buy |
+20,681
| New | +$1.09M | 1.37% | 21 |
|