Independent Portfolio Consultants’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 | – | Sell |
-65
| Closed | -$14K | – | 840 |
|
|
2017
Q1 | $14K | Buy |
+65
| New | +$14K | ﹤0.01% | 711 |
|
|
2015
Q3 | – | Sell |
-110
| Closed | -$21K | – | 869 |
|
|
2015
Q2 | $21K | Hold |
110
| – | – | ﹤0.01% | 708 |
|
|
2015
Q1 | $21K | Hold |
110
| – | – | ﹤0.01% | 679 |
|
|
2014
Q4 | $21K | Hold |
110
| – | – | ﹤0.01% | 668 |
|
|
2014
Q3 | $20K | Hold |
110
| – | – | 0.01% | 698 |
|
|
2014
Q2 | $20K | Buy |
+110
| New | +$20K | 0.01% | 773 |
|