iAB Financial Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.42M | Buy |
6,395
+518
| +9% | +$115K | 0.69% | 33 |
|
|
2017
Q1 | $1.27M | Buy |
5,877
+1,007
| +21% | +$218K | 0.65% | 38 |
|
|
2016
Q4 | $1M | Buy |
4,870
+450
| +10% | +$92.4K | 0.56% | 42 |
|
|
2016
Q3 | $878K | Sell |
4,420
-1,750
| -28% | -$348K | 0.52% | 45 |
|
|
2016
Q2 | $1.19M | Buy |
6,170
+1,120
| +22% | +$215K | 0.76% | 37 |
|
|
2016
Q1 | $952K | Buy |
5,050
+1,300
| +35% | +$245K | 0.64% | 40 |
|
|
2015
Q4 | $701K | Buy |
+3,750
| New | +$701K | 0.51% | 45 |
|