Constellation Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$14.4M Sell
2015
Q2
$16.1M Buy
2015
Q1
$13.1M Sell
2014
Q4
$20.4M Buy
2014
Q3
$15.3M Buy
2014
Q2
$14.6M Sell
2014
Q1
$14.4M Buy
2013
Q4
$8.61M Buy
2013
Q3
$3.51M Buy
2013
Q2
$369K Buy