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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $437K | Hold |
1,114
| – | – | 0.2% | 41 |
|
|
2023
Q2 | $456K | Buy |
+1,114
| New | +$456K | 0.19% | 40 |
|
|
2022
Q2 | – | Sell |
-1,956
| Closed | -$812K | – | 68 |
|
|
2022
Q1 | $812K | Sell |
1,956
-9
| -0.5% | -$3.74K | 0.29% | 36 |
|
|
2021
Q4 | $858K | Hold |
1,965
| – | – | 0.3% | 35 |
|
|
2021
Q3 | $775K | Hold |
1,965
| – | – | 0.3% | 34 |
|
|
2021
Q2 | $793K | Hold |
1,965
| – | – | 0.29% | 36 |
|
|
2021
Q1 | $745K | Hold |
1,965
| – | – | 0.3% | 36 |
|
|
2020
Q4 | $675K | Hold |
1,965
| – | – | 0.3% | 36 |
|
|
2020
Q3 | $620K | Hold |
1,965
| – | – | 0.29% | 34 |
|
|
2020
Q2 | $572K | Hold |
1,965
| – | – | 0.3% | 32 |
|
|
2020
Q1 | $504K | Hold |
1,965
| – | – | 0.33% | 33 |
|
|
2019
Q4 | $608K | Buy |
+1,965
| New | +$608K | 0.35% | 39 |
|