KPWG
KFA Private Wealth 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 | $3.26M | Buy |
5,735
+583
| +11% | +$331K | 1.01% | 21 |
|
|
2025
Q1 | $2.65M | Buy |
5,152
+259
| +5% | +$133K | 0.93% | 21 |
|
|
2024
Q4 | $2.64M | Buy |
4,893
+78
| +2% | +$42K | 1.1% | 21 |
|
|
2024
Q3 | $2.54M | Sell |
4,815
-506
| -10% | -$267K | 1.21% | 20 |
|
|
2024
Q2 | $2.66M | Sell |
5,321
-5,071
| -49% | -$2.54M | 1.38% | 18 |
|
|
2024
Q1 | $5M | Buy |
10,392
+2,378
| +30% | +$1.14M | 1.55% | 13 |
|
|
2023
Q4 | $3.5M | Buy |
8,014
+1,463
| +22% | +$639K | 1.25% | 15 |
|
|
2023
Q3 | $2.57M | Buy |
6,551
+612
| +10% | +$240K | 1.07% | 16 |
|
|
2023
Q2 | $2.42M | Buy |
5,939
+3,051
| +106% | +$1.24M | 1% | 16 |
|
|
2023
Q1 | $1.09M | Sell |
2,888
-1
| -0% | -$376 | 0.49% | 27 |
|
|
2022
Q4 | $1.01M | Buy |
2,889
+111
| +4% | +$39K | 0.52% | 26 |
|
|
2022
Q3 | $912K | Buy |
2,778
+37
| +1% | +$12.1K | 0.49% | 28 |
|
|
2022
Q2 | $951K | Hold |
2,741
| – | – | 0.53% | 31 |
|
|
2022
Q1 | $1.14M | Buy |
2,741
+9
| +0.3% | +$3.74K | 0.57% | 27 |
|
|
2021
Q4 | $1.19M | Buy |
2,732
+23
| +0.8% | +$10K | 0.59% | 25 |
|
|
2021
Q3 | $1.07M | Buy |
2,709
+24
| +0.9% | +$9.47K | 0.59% | 25 |
|
|
2021
Q2 | $1.06M | Sell |
2,685
-34
| -1% | -$13.4K | 0.58% | 24 |
|
|
2021
Q1 | $990K | Buy |
2,719
+170
| +7% | +$61.9K | 0.58% | 26 |
|
|
2020
Q4 | $876K | Buy |
2,549
+20
| +0.8% | +$6.87K | 0.56% | 28 |
|
|
2020
Q3 | $778K | Buy |
+2,529
| New | +$778K | 0.58% | 29 |
|
|
2020
Q2 | – | Sell |
-2,517
| Closed | -$596K | – | 55 |
|
|
2020
Q1 | $596K | Buy |
2,517
+769
| +44% | +$182K | 0.71% | 23 |
|
|
2019
Q4 | $517K | Buy |
+1,748
| New | +$517K | 0.47% | 28 |
|