WAOTB
Wealth Advisors of Tampa Bay’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,262
| Closed | -$340K | – | 72 |
|
|
2019
Q2 | $340K | Hold |
1,262
| – | – | 0.25% | 65 |
|
|
2019
Q1 | $328K | Sell |
1,262
-165
| -12% | -$42.9K | 0.24% | 62 |
|
|
2018
Q4 | $329K | Buy |
1,427
+347
| +32% | +$80K | 0.27% | 58 |
|
|
2018
Q3 | $288K | Sell |
1,080
-100
| -8% | -$26.7K | 0.2% | 61 |
|
|
2018
Q2 | $295K | Buy |
1,180
+25
| +2% | +$6.25K | 0.23% | 61 |
|
|
2018
Q1 | $280K | Sell |
1,155
-35
| -3% | -$8.49K | 0.2% | 64 |
|
|
2017
Q4 | $300K | Buy |
+1,190
| New | +$300K | 0.21% | 63 |
|