Ken Stern & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $371K | Hold |
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|
2018
Q2 | $346K | Hold |
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|
2018
Q1 | $336K | Sell |
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|
2017
Q4 | $767K | Sell |
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|
2017
Q3 | $2.56M | Sell |
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|
2017
Q2 | $2.69M | Sell |
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|
2017
Q1 | $3.29M | Sell |
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|
2016
Q4 | $4.05M | Sell |
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|
2016
Q3 | $4.47M | Sell |
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|
2016
Q2 | $4.91M | Sell |
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|
2016
Q1 | $6.85M | Sell |
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|
2015
Q4 | $11.5M | Sell |
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|
2015
Q3 | $14.7M | Sell |
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|
2015
Q2 | $19.3M | Buy |
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|
2015
Q1 | $13.4M | Buy |
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|
2014
Q4 | $4.78M | Buy |
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