KCFA
Key Client Fiduciary Advisors’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 | $2.71M | Buy |
4,768
+400
| +9% | +$227K | 1.1% | 18 |
|
|
2025
Q1 | $2.24M | Buy |
4,368
+120
| +3% | +$61.7K | 1.02% | 23 |
|
|
2024
Q4 | $2.29M | Buy |
4,248
+391
| +10% | +$211K | 1.01% | 20 |
|
|
2024
Q3 | $2.04M | Buy |
3,857
+853
| +28% | +$450K | 0.91% | 23 |
|
|
2024
Q2 | $1.5M | Buy |
3,004
+712
| +31% | +$356K | 0.75% | 29 |
|
|
2024
Q1 | $1.1M | Buy |
2,292
+38
| +2% | +$18.3K | 0.58% | 38 |
|
|
2023
Q4 | $985K | Buy |
2,254
+425
| +23% | +$186K | 0.57% | 38 |
|
|
2023
Q3 | $718K | Buy |
1,829
+368
| +25% | +$145K | 0.44% | 51 |
|
|
2023
Q2 | $595K | Buy |
1,461
+20
| +1% | +$8.14K | 0.35% | 64 |
|
|
2023
Q1 | $542K | Sell |
1,441
-45
| -3% | -$16.9K | 0.34% | 66 |
|
|
2022
Q4 | $522K | Buy |
1,486
+203
| +16% | +$71.3K | 0.35% | 61 |
|
|
2022
Q3 | $421K | Buy |
1,283
+32
| +3% | +$10.5K | 0.38% | 52 |
|
|
2022
Q2 | $434K | Buy |
1,251
+43
| +4% | +$14.9K | 0.42% | 54 |
|
|
2022
Q1 | $502K | Buy |
1,208
+70
| +6% | +$29.1K | 0.4% | 57 |
|
|
2021
Q4 | $497K | Buy |
+1,138
| New | +$497K | 0.41% | 61 |
|