YorkBridge Wealth Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-175
| Closed | -$20K | – | 632 |
|
|
2019
Q2 | $20K | Hold |
175
| – | – | 0.01% | 476 |
|
|
2019
Q1 | $19K | Hold |
175
| – | – | 0.01% | 474 |
|
|
2018
Q4 | $17K | Hold |
175
| – | – | 0.01% | 502 |
|
|
2018
Q3 | $20K | Hold |
175
| – | – | 0.01% | 524 |
|
|
2018
Q2 | $19K | Hold |
175
| – | – | 0.01% | 546 |
|
|
2018
Q1 | $19K | Hold |
175
| – | – | 0.01% | 544 |
|
|
2017
Q4 | $19K | Hold |
175
| – | – | 0.01% | 535 |
|
|
2017
Q3 | $18K | Hold |
175
| – | – | 0.01% | 554 |
|
|
2017
Q2 | $18K | Hold |
175
| – | – | 0.01% | 538 |
|
|
2017
Q1 | $18K | Buy |
+175
| New | +$18K | 0.01% | 533 |
|