Rockefeller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $20M | Sell |
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2017
Q3 | $21.9M | Buy |
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|
2017
Q2 | $17.6M | Sell |
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2017
Q1 | $17.9M | Sell |
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|
2016
Q4 | $22.1M | Buy |
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|
2016
Q3 | $18.7M | Buy |
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|
2016
Q2 | $12.8M | Buy |
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|
2016
Q1 | $3.41M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $344K | Hold |
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|
2014
Q3 | $330K | Buy |
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