AFFA
ALM First Financial 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 | $132M | Hold |
274,615
| – | – | 28.62% | 1 |
|
|
2025
Q1 | $120M | Sell |
274,615
-21,125
| -7% | -$9.21M | 27.36% | 1 |
|
|
2024
Q4 | $132M | Hold |
295,740
| – | – | 31.13% | 1 |
|
|
2024
Q3 | $132M | Buy |
295,740
+32,256
| +12% | +$14.4M | 32.6% | 1 |
|
|
2024
Q2 | $113M | Buy |
263,484
+9,440
| +4% | +$4.06M | 32.64% | 1 |
|
|
2024
Q1 | $112M | Buy |
254,044
+1,650
| +0.7% | +$727K | 31.02% | 1 |
|
|
2023
Q4 | $103M | Sell |
252,394
-32,001
| -11% | -$13M | 29.95% | 1 |
|
|
2023
Q3 | $104M | Buy |
284,395
+1,450
| +0.5% | +$530K | 31.13% | 1 |
|
|
2023
Q2 | $107M | Buy |
282,945
+13,212
| +5% | +$5.01M | 31.48% | 1 |
|
|
2023
Q1 | $94.1M | Buy |
269,733
+13,640
| +5% | +$4.76M | 29.33% | 1 |
|
|
2022
Q4 | $83.6M | Buy |
+256,093
| New | +$83.6M | 26.74% | 1 |
|