Integrated Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Integrated Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$3.87M	Buy
2016 Q4	$3.28M	Sell
2016 Q3	$3.4M	Buy
2016 Q2	$2.61M	Buy
2016 Q1	$2.27M	Buy
2015 Q4	$955K	Buy