KMS Financial Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$815K Sell
2014
Q2
$865K Hold
2014
Q1
$829K Hold
2013
Q4
$806K Hold
2013
Q3
$750K Hold
2013
Q2
$697K Buy