Stone Toro Investment Advisers’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
Q1 | $438K | Hold |
2,314
| – | – | 4.41% | 4 |
|
2014
Q4 | $436K | Hold |
2,314
| – | – | 1.13% | 29 |
|
2014
Q3 | $418K | Hold |
2,314
| – | – | 0.99% | 32 |
|
2014
Q2 | $415K | Sell |
2,314
-166
| -7% | -$29.8K | 1.2% | 29 |
|
2014
Q1 | $425K | Sell |
2,480
-13
| -0.5% | -$2.23K | 0.6% | 40 |
|
2013
Q4 | $422K | Buy |
+2,493
| New | +$422K | 0.38% | 66 |
|