KLS Professional Advisors Group’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $6.24M | Sell |
23,180
-2,255
| -9% | -$607K | 0.29% | 9 |
|
2019
Q1 | $6.6M | Buy |
25,435
+2,714
| +12% | +$704K | 0.36% | 9 |
|
2018
Q4 | $5.22M | Buy |
22,721
+356
| +2% | +$81.8K | 0.32% | 10 |
|
2018
Q3 | $5.97M | Buy |
22,365
+1,190
| +6% | +$318K | 0.95% | 8 |
|
2018
Q2 | $5.28M | Buy |
21,175
+3,719
| +21% | +$928K | 0.9% | 8 |
|
2018
Q1 | $42.3M | Buy |
17,456
+2,997
| +21% | +$7.26M | 6.83% | 5 |
|
2017
Q4 | $3.55M | Buy |
+14,459
| New | +$3.55M | 0.71% | 6 |
|