Ancora Family Wealth 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
$2.81M Buy
14,116
+929
+7% +$185K 0.96% 25
2016
Q2
$2.54M Buy
13,187
+88
+0.7% +$16.9K 0.96% 26
2016
Q1
$2.47M Sell
13,099
-180
-1% -$33.9K 1.01% 26
2015
Q4
$2.48M Sell
13,279
-84
-0.6% -$15.7K 1.06% 24
2015
Q3
$2.35M Buy
+13,363
New +$2.35M 0.98% 27