TG
Threshold Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $287K | Hold |
1,245
| – | – | 0.23% | 38 |
|
|
2017
Q2 | $276K | Buy |
1,245
+132
| +12% | +$29.3K | 0.24% | 33 |
|
|
2017
Q1 | $241K | Sell |
1,113
-62,908
| -98% | -$13.6M | 0.23% | 32 |
|
|
2016
Q4 | $13.1M | Sell |
64,021
-2,784
| -4% | -$572K | 11.46% | 2 |
|
|
2016
Q3 | $13.3M | Hold |
66,805
| – | – | 12.85% | 1 |
|
|
2016
Q2 | $12.8M | Sell |
66,805
-435
| -0.6% | -$83.6K | 12.83% | 1 |
|
|
2016
Q1 | $12.7M | Hold |
67,240
| – | – | 17.56% | 1 |
|
|
2015
Q4 | $12.6M | Buy |
+67,240
| New | +$12.6M | 16.63% | 1 |
|