AIMZ Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,900
| Closed | -$1.9M | – | 95 |
|
|
2016
Q2 | $1.9M | Buy |
9,900
+8,500
| +607% | +$1.63M | 1.75% | 19 |
|
|
2016
Q1 | $265K | Buy |
+1,400
| New | +$265K | 0.12% | 97 |
|
|
2015
Q3 | – | Sell |
-1,200
| Closed | -$227K | – | 101 |
|
|
2015
Q2 | $227K | Sell |
1,200
-200
| -14% | -$37.8K | 0.2% | 86 |
|
|
2015
Q1 | $265K | Buy |
1,400
+300
| +27% | +$56.8K | 0.23% | 82 |
|
|
2014
Q4 | $207K | Buy |
+1,100
| New | +$207K | 0.18% | 90 |
|