KFS
Kaizen Financial Strategies’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 | $1.38M | Buy |
2,435
+28
| +1% | +$15.9K | 0.7% | 28 |
|
|
2025
Q1 | $1.24M | Buy |
2,407
+13
| +0.5% | +$6.68K | 0.71% | 29 |
|
|
2024
Q4 | $1.29M | Buy |
2,394
+2
| +0.1% | +$1.08K | 0.73% | 28 |
|
|
2024
Q3 | $1.26M | Buy |
2,392
+350
| +17% | +$185K | 0.73% | 26 |
|
|
2024
Q2 | $1.02M | Buy |
2,042
+113
| +6% | +$56.3K | 0.63% | 28 |
|
|
2024
Q1 | $927K | Hold |
1,929
| – | – | 0.63% | 29 |
|
|
2023
Q4 | $843K | Buy |
1,929
+9
| +0.5% | +$3.93K | 0.64% | 32 |
|
|
2023
Q3 | $754K | Buy |
+1,920
| New | +$754K | 0.64% | 31 |
|