First Pacific Financial’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 | $2.82M | Sell |
4,958
-245
| -5% | -$139K | 0.42% | 42 |
|
|
2025
Q1 | $2.67M | Sell |
5,203
-134
| -3% | -$68.9K | 0.54% | 25 |
|
|
2024
Q4 | $2.88M | Sell |
5,337
-2,334
| -30% | -$1.26M | 0.67% | 23 |
|
|
2024
Q3 | $4.05M | Sell |
7,671
-121
| -2% | -$63.8K | 0.95% | 18 |
|
|
2024
Q2 | $3.9M | Sell |
7,792
-558
| -7% | -$279K | 1% | 18 |
|
|
2024
Q1 | $4.01M | Sell |
8,350
-2,169
| -21% | -$1.04M | 1.12% | 17 |
|
|
2023
Q4 | $4.59M | Sell |
10,519
-471
| -4% | -$206K | 1.4% | 16 |
|
|
2023
Q3 | $4.32M | Sell |
10,990
-95
| -0.9% | -$37.3K | 1.92% | 9 |
|
|
2023
Q2 | $4.51M | Buy |
11,085
+40
| +0.4% | +$16.3K | 1.92% | 9 |
|
|
2023
Q1 | $4.15M | Sell |
11,045
-1,504
| -12% | -$566K | 1.92% | 10 |
|
|
2022
Q4 | $4.41M | Buy |
12,549
+40
| +0.3% | +$14.1K | 2.17% | 6 |
|
|
2022
Q3 | $4.11M | Sell |
12,509
-603
| -5% | -$198K | 2.36% | 6 |
|
|
2022
Q2 | $4.55M | Buy |
13,112
+8,650
| +194% | +$3M | 2.14% | 9 |
|
|
2022
Q1 | $1.85M | Buy |
+4,462
| New | +$1.85M | 0.95% | 12 |
|