Wellesley Investment Partners’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
2016
Q1
Sell
-1,087
Closed -$203K 94
2015
Q4
$203K Buy
+1,087
New +$203K 0.14% 85