Aris Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $513K | Sell |
2,920
-842
| -22% | -$148K | 1.08% | 25 |
|
|
2015
Q2 | $710K | Sell |
3,762
-5
| -0.1% | -$944 | 0.65% | 58 |
|
|
2015
Q1 | $713K | Hold |
3,767
| – | – | 0.67% | 54 |
|
|
2014
Q4 | $710K | Hold |
3,767
| – | – | 0.79% | 43 |
|
|
2014
Q3 | $680K | Hold |
3,767
| – | – | 0.84% | 36 |
|
|
2014
Q2 | $676K | Hold |
3,767
| – | – | 0.88% | 28 |
|
|
2014
Q1 | $645K | Sell |
3,767
-100
| -3% | -$17.1K | 0.95% | 28 |
|
|
2013
Q4 | $654K | Sell |
3,867
-5
| -0.1% | -$846 | 1.1% | 21 |
|
|
2013
Q3 | $596K | Buy |
+3,872
| New | +$596K | 1.09% | 23 |
|