Elite Wealth Management’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
Q4 | – | Sell |
-1,490
| Closed | -$261K | – | 58 |
|
|
2015
Q3 | $261K | Hold |
1,490
| – | – | 0.41% | 51 |
|
|
2015
Q2 | $281K | Hold |
1,490
| – | – | 0.29% | 49 |
|
|
2015
Q1 | $281K | Sell |
1,490
-30,043
| -95% | -$5.67M | 0.25% | 52 |
|
|
2014
Q4 | $5.94M | Buy |
+31,533
| New | +$5.94M | 5.66% | 3 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 610 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 826 |
|