First Citizens Financial Corp’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Hold |
1,080
| – | – | 0.34% | 73 |
|
|
2025
Q1 | $555K | Hold |
1,080
| – | – | 0.31% | 71 |
|
|
2024
Q4 | $582K | Hold |
1,080
| – | – | 0.32% | 68 |
|
|
2024
Q3 | $570K | Hold |
1,080
| – | – | 0.3% | 67 |
|
|
2024
Q2 | $540K | Hold |
1,080
| – | – | 0.32% | 65 |
|
|
2024
Q1 | $519K | Buy |
1,080
+3
| +0.3% | +$1.44K | 0.31% | 64 |
|
|
2023
Q4 | $470K | Sell |
1,077
-252
| -19% | -$110K | 0.3% | 63 |
|
|
2023
Q3 | $522K | Buy |
1,329
+10
| +0.8% | +$3.93K | 0.37% | 58 |
|
|
2023
Q2 | $537K | Buy |
+1,319
| New | +$537K | 0.37% | 59 |
|
|
2022
Q4 | $671K | Hold |
1,910
| – | – | 0.58% | 40 |
|
|
2022
Q3 | $627K | Sell |
1,910
-534
| -22% | -$175K | 0.62% | 34 |
|
|
2022
Q2 | $848K | Sell |
2,444
-197
| -7% | -$68.4K | 0.75% | 29 |
|
|
2022
Q1 | $1.1M | Sell |
2,641
-366
| -12% | -$152K | 0.82% | 27 |
|
|
2021
Q4 | $1.31M | Sell |
3,007
-108
| -3% | -$47.2K | 0.96% | 25 |
|
|
2021
Q3 | $1.23M | Sell |
3,115
-625
| -17% | -$247K | 0.98% | 22 |
|
|
2021
Q2 | $1.47M | Sell |
3,740
-27
| -0.7% | -$10.6K | 1.11% | 20 |
|
|
2021
Q1 | $1.37M | Sell |
3,767
-139
| -4% | -$50.6K | 1.12% | 20 |
|
|
2020
Q4 | $1.34M | Sell |
3,906
-326
| -8% | -$112K | 1.17% | 18 |
|
|
2020
Q3 | $1.3M | Sell |
4,232
-81
| -2% | -$24.9K | 1.29% | 17 |
|
|
2020
Q2 | $1.22M | Sell |
4,313
-155
| -3% | -$43.9K | 1.27% | 18 |
|
|
2020
Q1 | $1.06M | Buy |
4,468
+8
| +0.2% | +$1.89K | 1.39% | 17 |
|
|
2019
Q4 | $1.32M | Buy |
+4,460
| New | +$1.32M | 1.3% | 17 |
|