WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.72M | Sell |
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|
2017
Q1 | $5.11M | Buy |
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|
2016
Q4 | $3.45M | Buy |
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|
2016
Q3 | $561K | Buy |
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|
2016
Q2 | $533K | Buy |
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|
2016
Q1 | $373K | Buy |
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|
2015
Q4 | $348K | Buy |
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|
2015
Q3 | $251K | Buy |
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|
2015
Q2 | $254K | Buy |
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|
2015
Q1 | $229K | Buy |
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|
2014
Q4 | $95K | Sell |
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|
2014
Q3 | $102K | Buy |
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|
2014
Q2 | $67K | Buy |
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|
2014
Q1 | $64K | Buy |
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|
2013
Q4 | $50K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $50K | Buy |
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