NewFocus Financial Group’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
2020
Q4
$4.59M Buy
2020
Q3
$2.76M Buy
2020
Q2
$1.85M Buy
2020
Q1
Sell
2019
Q4
$437K Hold
2019
Q3
$403K Hold
2019
Q2
$398K Buy