EFG
Embree Financial Group’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 | $8.6M | Sell |
15,147
-11
| -0.1% | -$6.25K | 1.3% | 17 |
|
|
2025
Q1 | $7.79M | Sell |
15,158
-85
| -0.6% | -$43.7K | 1.3% | 16 |
|
|
2024
Q4 | $8.21M | Buy |
15,243
+57
| +0.4% | +$30.7K | 1.4% | 16 |
|
|
2024
Q3 | $8.01M | Sell |
15,186
-132
| -0.9% | -$69.7K | 1.43% | 18 |
|
|
2024
Q2 | $7.66M | Buy |
15,318
+101
| +0.7% | +$50.5K | 1.47% | 15 |
|
|
2024
Q1 | $7.31M | Buy |
15,217
+5,953
| +64% | +$2.86M | 1.44% | 17 |
|
|
2023
Q4 | $4.05M | Buy |
+9,264
| New | +$4.05M | 0.85% | 24 |
|