Wallington Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-817
| Closed | -$268K | – | 80 |
|
2022
Q3 | $268K | Buy |
+817
| New | +$268K | 0.06% | 68 |
|
2022
Q1 | – | Sell |
-10
| Closed | -$4K | – | 78 |
|
2021
Q4 | $4K | Hold |
10
| – | – | ﹤0.01% | 75 |
|
2021
Q3 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 71 |
|
2021
Q1 | – | Sell |
-10
| Closed | -$3K | – | 72 |
|
2020
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 63 |
|
2020
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 60 |
|