Wealthfront’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $59.9M | Sell |
224,163
-7,268
| -3% | -$1.94M | 0.58% | 19 |
|
2018
Q2 | $57.7M | Sell |
231,431
-5,891
| -2% | -$1.47M | 0.59% | 19 |
|
2018
Q1 | $57.5M | Buy |
237,322
+35,711
| +18% | +$8.64M | 0.58% | 19 |
|
2017
Q4 | $49.5M | Buy |
201,611
+9,889
| +5% | +$2.43M | 0.55% | 19 |
|
2017
Q3 | $44.2M | Buy |
191,722
+17,889
| +10% | +$4.13M | 0.57% | 20 |
|
2017
Q2 | $38.6M | Buy |
173,833
+19,400
| +13% | +$4.31M | 0.58% | 19 |
|
2017
Q1 | $33.4M | Buy |
154,433
+15,866
| +11% | +$3.43M | 0.59% | 19 |
|
2016
Q4 | $28.4M | Buy |
138,567
+17,405
| +14% | +$3.57M | 0.63% | 18 |
|
2016
Q3 | $24.1M | Buy |
121,162
+5,309
| +5% | +$1.05M | 0.57% | 19 |
|
2016
Q2 | $22.3M | Buy |
115,853
+11,041
| +11% | +$2.12M | 0.61% | 19 |
|
2016
Q1 | $19.8M | Buy |
104,812
+31,721
| +43% | +$5.98M | 0.63% | 19 |
|
2015
Q4 | $13.7M | Buy |
73,091
+23,861
| +48% | +$4.46M | 0.49% | 20 |
|
2015
Q3 | $8.65M | Buy |
49,230
+37,821
| +332% | +$6.65M | 0.35% | 22 |
|
2015
Q2 | $2.15M | Buy |
11,409
+11,218
| +5,873% | +$2.12M | 0.09% | 31 |
|
2015
Q1 | $36K | Sell |
191
-407
| -68% | -$76.7K | ﹤0.01% | 501 |
|
2014
Q4 | $113K | Buy |
+598
| New | +$113K | 0.01% | 338 |
|