AFA
AA Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.5M | Buy |
45,053
+8,812
| +24% | +$1.66M | 1.83% | 17 |
|
2025
Q1 | $6.68M | Buy |
36,241
+2,693
| +8% | +$496K | 1.63% | 24 |
|
2024
Q4 | $6.19M | Buy |
33,548
+642
| +2% | +$118K | 1.65% | 22 |
|
2024
Q3 | $6.28M | Buy |
32,906
+694
| +2% | +$132K | 1.82% | 19 |
|
2024
Q2 | $5.66M | Sell |
32,212
-182
| -0.6% | -$32K | 2% | 14 |
|
2024
Q1 | $5.85M | Sell |
32,394
-702
| -2% | -$127K | 2.36% | 11 |
|
2023
Q4 | $5.56M | Buy |
+33,096
| New | +$5.56M | 3.7% | 12 |
|