Williams Jones & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $10.6M | Sell |
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|
2019
Q1 | $11.3M | Sell |
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|
2018
Q4 | $11.3M | Buy |
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|
2018
Q3 | $12.8M | Buy |
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|
2018
Q2 | $11.5M | Sell |
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|
2018
Q1 | $11.5M | Sell |
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|
2017
Q4 | $12.7M | Sell |
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|
2017
Q3 | $12.3M | Sell |
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|
2017
Q2 | $13.3M | Sell |
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|
2017
Q1 | $18.8M | Buy |
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|
2016
Q4 | $16.8M | Sell |
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|
2016
Q3 | $28.4M | Buy |
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