Heartwood Wealth Management’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
2016
Q3
$17M Buy
2016
Q2
$16.2M Sell
2016
Q1
$17M Hold
2015
Q4
$16.8M Buy