KMS Financial Services’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
2014
Q3
$486K Sell
2014
Q2
$537K Buy
2014
Q1
$502K Buy
2013
Q4
$425K Sell
2013
Q3
$1.11M Buy
2013
Q2
$881K Buy