GFG
Goldstone 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 | $83.7M | Buy |
145,499
+5,544
| +4% | +$3.19M | 11.05% | 1 |
|
|
2025
Q1 | $71.9M | Buy |
139,955
+9,368
| +7% | +$4.81M | 10.89% | 1 |
|
|
2024
Q4 | $70.4M | Buy |
130,587
+5,661
| +5% | +$3.05M | 11.03% | 1 |
|
|
2024
Q3 | $65.9M | Buy |
124,926
+8,582
| +7% | +$4.53M | 11.47% | 1 |
|
|
2024
Q2 | $58.2M | Sell |
116,344
-4,829
| -4% | -$2.42M | 11.67% | 1 |
|
|
2024
Q1 | $58.2M | Buy |
121,173
+3,780
| +3% | +$1.82M | 13.37% | 1 |
|
|
2023
Q4 | $51.3M | Buy |
117,393
+3,157
| +3% | +$1.38M | 13.24% | 1 |
|
|
2023
Q3 | $44.9M | Buy |
114,236
+1,603
| +1% | +$629K | 13.3% | 1 |
|
|
2023
Q2 | $45.9M | Sell |
112,633
-2,889
| -3% | -$1.18M | 13.49% | 1 |
|
|
2023
Q1 | $43.4M | Buy |
+115,522
| New | +$43.4M | 14.32% | 1 |
|