ACA
Affinity Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.28M | Buy |
9,297
+3,707
| +66% | +$2.11M | 0.91% | 23 |
|
2025
Q1 | $2.74M | Buy |
5,590
+3,474
| +164% | +$1.7M | 0.54% | 32 |
|
2024
Q4 | $1.15M | Buy |
2,116
+284
| +16% | +$154K | 0.22% | 57 |
|
2024
Q3 | $967K | Buy |
1,832
+522
| +40% | +$276K | 0.19% | 62 |
|
2024
Q2 | $655K | Buy |
1,310
+650
| +98% | +$325K | 0.14% | 81 |
|
2024
Q1 | $317K | Buy |
660
+15
| +2% | +$7.21K | 0.07% | 118 |
|
2023
Q4 | $282K | Buy |
645
+4
| +0.6% | +$1.75K | 0.07% | 113 |
|
2023
Q3 | $252K | Buy |
641
+7
| +1% | +$2.75K | 0.07% | 109 |
|
2023
Q2 | $258K | Sell |
634
-8
| -1% | -$3.26K | 0.07% | 105 |
|
2023
Q1 | $241K | Buy |
642
+2
| +0.3% | +$752 | 0.08% | 108 |
|
2022
Q4 | $225K | Buy |
640
+5
| +0.8% | +$1.76K | 0.08% | 97 |
|
2022
Q3 | $208K | Buy |
+635
| New | +$208K | 0.07% | 99 |
|