KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $486K | Sell |
2,689
-304
| -10% | -$54.9K | 0.07% | 273 |
|
|
2014
Q2 | $537K | Buy |
2,993
+63
| +2% | +$11.3K | 0.08% | 251 |
|
|
2014
Q1 | $502K | Buy |
2,930
+420
| +17% | +$72K | 0.08% | 255 |
|
|
2013
Q4 | $425K | Sell |
2,510
-4,710
| -65% | -$798K | 0.07% | 298 |
|
|
2013
Q3 | $1.11M | Buy |
7,220
+1,211
| +20% | +$187K | 0.27% | 88 |
|
|
2013
Q2 | $881K | Buy |
+6,009
| New | +$881K | 0.25% | 104 |
|