IWM
Integrated Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3.87M | Buy |
17,908
+1,913
| +12% | +$414K | 1.3% | 18 |
|
|
2016
Q4 | $3.28M | Sell |
15,995
-1,113
| -7% | -$229K | 1.22% | 19 |
|
|
2016
Q3 | $3.4M | Buy |
17,108
+3,528
| +26% | +$701K | 1.22% | 15 |
|
|
2016
Q2 | $2.61M | Buy |
13,580
+1,525
| +13% | +$293K | 1.01% | 22 |
|
|
2016
Q1 | $2.27M | Buy |
12,055
+6,948
| +136% | +$1.31M | 0.96% | 24 |
|
|
2015
Q4 | $955K | Buy |
+5,107
| New | +$955K | 0.41% | 60 |
|