Watermark Asset Management’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
2018
Q4
$67K Sell
2018
Q3
$83K Sell
2018
Q2
$87K Hold
2018
Q1
$85K Hold
2017
Q4
$86K Sell
2017
Q3
$101K Hold
2017
Q2
$97K Sell
2017
Q1
$99K Buy