Lehman Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-279
| Closed | -$49K | – | 344 |
|
|
2015
Q3 | $49K | Buy |
279
+271
| +3,388% | +$47.6K | 0.02% | 145 |
|
|
2015
Q2 | $1K | Buy |
8
+4
| +100% | +$500 | ﹤0.01% | 411 |
|
|
2015
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 408 |
|
|
2014
Q2 | – | Sell |
-89
| Closed | -$15K | – | 415 |
|
|
2014
Q1 | $15K | Buy |
+89
| New | +$15K | 0.01% | 252 |
|