Whitney & Co’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 |
-762
| Closed | -$250K | – | 131 |
|
|
2022
Q3 | $250K | Buy |
+762
| New | +$250K | 0.05% | 114 |
|
|
2018
Q4 | – | Sell |
-901
| Closed | -$232K | – | 458 |
|
|
2018
Q3 | $232K | Buy |
901
+862
| +2,210% | +$222K | 0.06% | 102 |
|
|
2018
Q2 | $10K | Hold |
39
| – | – | ﹤0.01% | 243 |
|
|
2018
Q1 | $9K | Buy |
+39
| New | +$9K | ﹤0.01% | 251 |
|