PAS
Partnervest Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-6,683
| Closed | -$1.17M | – | 194 |
|
2015
Q3 | $1.17M | Buy |
+6,683
| New | +$1.17M | 0.67% | 22 |
|
2014
Q3 | – | Sell |
-103
| Closed | -$19K | – | 776 |
|
2014
Q2 | $19K | Hold |
103
| – | – | 0.01% | 547 |
|
2014
Q1 | $18K | Hold |
103
| – | – | 0.01% | 524 |
|
2013
Q4 | $17K | Buy |
+103
| New | +$17K | 0.01% | 513 |
|