YorkBridge Wealth Partners’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 | $1.05M | Buy |
2,991
+1,417
| +90% | +$498K | 0.27% | 85 |
|
|
2022
Q3 | $517K | Sell |
1,574
-448
| -22% | -$147K | 0.13% | 121 |
|
|
2022
Q2 | $701K | Buy |
2,022
+497
| +33% | +$172K | 0.18% | 102 |
|
|
2022
Q1 | $633K | Buy |
1,525
+265
| +21% | +$110K | 0.14% | 117 |
|
|
2021
Q4 | $550K | Buy |
1,260
+3
| +0.2% | +$1.31K | 0.12% | 130 |
|
|
2021
Q3 | $496K | Sell |
1,257
-240
| -16% | -$94.7K | 0.12% | 128 |
|
|
2021
Q2 | $589K | Buy |
1,497
+1
| +0.1% | +$393 | 0.15% | 112 |
|
|
2021
Q1 | $545K | Buy |
1,496
+141
| +10% | +$51.4K | 0.16% | 114 |
|
|
2020
Q4 | $466K | Buy |
1,355
+140
| +12% | +$48.1K | 0.16% | 107 |
|
|
2020
Q3 | $374K | Sell |
1,215
-1,144
| -48% | -$352K | 0.16% | 114 |
|
|
2020
Q2 | $669K | Sell |
2,359
-373
| -14% | -$106K | 0.31% | 75 |
|
|
2020
Q1 | $647K | Sell |
2,732
-886
| -24% | -$210K | 0.4% | 71 |
|
|
2019
Q4 | $1.07M | Buy |
3,618
+37
| +1% | +$10.9K | 0.49% | 61 |
|
|
2019
Q3 | $976K | Buy |
3,581
+1,892
| +112% | +$516K | 0.49% | 59 |
|
|
2019
Q2 | $455K | Buy |
1,689
+164
| +11% | +$44.2K | 0.2% | 102 |
|
|
2019
Q1 | $396K | Buy |
+1,525
| New | +$396K | 0.18% | 113 |
|
|
2018
Q3 | – | Sell |
-42
| Closed | -$10K | – | 847 |
|
|
2018
Q2 | $10K | Hold |
42
| – | – | ﹤0.01% | 619 |
|
|
2018
Q1 | $10K | Hold |
42
| – | – | ﹤0.01% | 621 |
|
|
2017
Q4 | $10K | Hold |
42
| – | – | ﹤0.01% | 631 |
|
|
2017
Q3 | $10K | Hold |
42
| – | – | 0.01% | 640 |
|
|
2017
Q2 | $9K | Hold |
42
| – | – | ﹤0.01% | 649 |
|
|
2017
Q1 | $9K | Buy |
+42
| New | +$9K | ﹤0.01% | 636 |
|