HG
Harbor 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 | $609K | Buy |
1,072
+7
| +0.7% | +$3.98K | 0.11% | 58 |
|
2025
Q1 | $547K | Sell |
1,065
-536
| -33% | -$275K | 0.11% | 54 |
|
2024
Q4 | $863K | Buy |
1,601
+545
| +52% | +$294K | 0.19% | 39 |
|
2024
Q3 | $557K | Sell |
1,056
-47
| -4% | -$24.8K | 0.13% | 49 |
|
2024
Q2 | $552K | Buy |
1,103
+5
| +0.5% | +$2.5K | 0.14% | 48 |
|
2024
Q1 | $528K | Buy |
1,098
+1
| +0.1% | +$481 | 0.14% | 47 |
|
2023
Q4 | $479K | Buy |
1,097
+310
| +39% | +$135K | 0.14% | 44 |
|
2023
Q3 | $309K | Buy |
787
+39
| +5% | +$15.3K | 0.17% | 47 |
|
2023
Q2 | $305K | Buy |
748
+19
| +3% | +$7.74K | 0.17% | 48 |
|
2023
Q1 | $274K | Buy |
+729
| New | +$274K | 0.16% | 50 |
|