KFA Private Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.58M | Buy |
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|
2025
Q2 | $3.26M | Buy |
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|
2025
Q1 | $2.65M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.54M | Sell |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $5M | Buy |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | $2.57M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $912K | Buy |
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|
2022
Q2 | $951K | Hold |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $990K | Buy |
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|
2020
Q4 | $876K | Buy |
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|
2020
Q3 | $778K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $596K | Buy |
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|
2019
Q4 | $517K | Buy |
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