Windsor Creek Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.26M | Hold |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.06M | Hold |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $889K | Buy |
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|
2020
Q2 | $815K | Hold |
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|
2020
Q1 | $681K | Sell |
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|
2019
Q4 | $1.15K | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.51M | Sell |
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|
2018
Q4 | $3.93M | Buy |
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