Confluence Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Confluence Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$1.49M	Buy
2016 Q2	$1.36M	Buy
2016 Q1	$483K	Sell
2015 Q4	$545K	Hold
2015 Q3	$512K	Buy