Stevens First Principles Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 151 |
|
|
2019
Q1 | $3K | Buy |
12
+4
| +50% | +$1K | ﹤0.01% | 145 |
|
|
2018
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 150 |
|
|
2018
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 158 |
|
|
2018
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 151 |
|
|
2018
Q1 | $2K | Sell |
8
-2
| -20% | -$500 | ﹤0.01% | 149 |
|
|
2017
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 184 |
|
|
2017
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 171 |
|
|
2017
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 174 |
|
|
2017
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 157 |
|
|
2016
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 159 |
|
|
2016
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 144 |
|