Boston Private Bank & Trust’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
Q1 | $4.84M | Buy |
25,596
+761
| +3% | +$144K | 0.22% | 124 |
|
|
2014
Q4 | $4.68M | Sell |
24,835
-299
| -1% | -$56.3K | 0.22% | 123 |
|
|
2014
Q3 | $4.54M | Buy |
25,134
+38
| +0.2% | +$6.86K | 0.22% | 121 |
|
|
2014
Q2 | $4.5M | Buy |
25,096
+151
| +0.6% | +$27.1K | 0.22% | 127 |
|
|
2014
Q1 | $4.27M | Buy |
24,945
+195
| +0.8% | +$33.4K | 0.22% | 125 |
|
|
2013
Q4 | $4.19M | Buy |
24,750
+2,106
| +9% | +$356K | 0.21% | 131 |
|
|
2013
Q3 | $3.49M | Buy |
22,644
+2,295
| +11% | +$353K | 0.19% | 140 |
|
|
2013
Q2 | $2.99M | Buy |
+20,349
| New | +$2.99M | 0.17% | 146 |
|