LFG
Larson Financial 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 | $91.6M | Sell |
161,294
-128,695
| -44% | -$73.1M | 3.67% | 3 |
|
|
2025
Q1 | $149M | Buy |
289,989
+23,761
| +9% | +$12.2M | 7.06% | 1 |
|
|
2024
Q4 | $143M | Buy |
266,228
+32,281
| +14% | +$17.4M | 7.41% | 1 |
|
|
2024
Q3 | $123M | Buy |
233,947
+29,399
| +14% | +$15.5M | 7% | 1 |
|
|
2024
Q2 | $102M | Buy |
204,548
+9,242
| +5% | +$4.62M | 6.97% | 1 |
|
|
2024
Q1 | $93.9M | Buy |
195,306
+63,073
| +48% | +$30.3M | 7.25% | 2 |
|
|
2023
Q4 | $57.8M | Buy |
132,233
+8,244
| +7% | +$3.6M | 5.05% | 2 |
|
|
2023
Q3 | $48.7M | Buy |
123,989
+8,249
| +7% | +$3.24M | 4.79% | 2 |
|
|
2023
Q2 | $47.1M | Buy |
115,740
+12,985
| +13% | +$5.29M | 4.71% | 2 |
|
|
2023
Q1 | $38.6M | Buy |
102,755
+14,139
| +16% | +$5.32M | 4.2% | 3 |
|
|
2022
Q4 | $31.1M | Sell |
88,616
-12,567
| -12% | -$4.42M | 3.73% | 3 |
|
|
2022
Q3 | $33.2M | Buy |
101,183
+6,249
| +7% | +$2.05M | 4.73% | 2 |
|
|
2022
Q2 | $32.9M | Buy |
94,934
+10,507
| +12% | +$3.64M | 5.7% | 2 |
|
|
2022
Q1 | $35.1M | Buy |
84,427
+6,294
| +8% | +$2.61M | 5.6% | 2 |
|
|
2021
Q4 | $34.1M | Buy |
78,133
+8,929
| +13% | +$3.9M | 5.41% | 2 |
|
|
2021
Q3 | $27.3M | Buy |
69,204
+3,902
| +6% | +$1.54M | 5.41% | 3 |
|
|
2021
Q2 | $25.7M | Buy |
65,302
+4,624
| +8% | +$1.82M | 5.97% | 3 |
|
|
2021
Q1 | $22.1M | Buy |
60,678
+7,000
| +13% | +$2.55M | 6.51% | 3 |
|
|
2020
Q4 | $18.4M | Buy |
53,678
+3,177
| +6% | +$1.09M | 6.28% | 3 |
|
|
2020
Q3 | $15.5M | Buy |
50,501
+35,881
| +245% | +$11M | 6.38% | 2 |
|
|
2020
Q2 | $4.14M | Buy |
14,620
+7,471
| +105% | +$2.12M | 1.97% | 16 |
|
|
2020
Q1 | $1.69M | Buy |
7,149
+3,721
| +109% | +$881K | 1.06% | 22 |
|
|
2019
Q4 | $1.01M | Buy |
3,428
+62
| +2% | +$18.3K | 0.58% | 34 |
|
|
2019
Q3 | $917K | Buy |
3,366
+260
| +8% | +$70.8K | 0.6% | 32 |
|
|
2019
Q2 | $836K | Sell |
3,106
-52
| -2% | -$14K | 0.62% | 29 |
|
|
2019
Q1 | $820K | Sell |
3,158
-125
| -4% | -$32.5K | 0.65% | 30 |
|
|
2018
Q4 | $754K | Buy |
3,283
+142
| +5% | +$32.6K | 0.7% | 29 |
|
|
2018
Q3 | $839K | Buy |
3,141
+81
| +3% | +$21.6K | 0.96% | 25 |
|
|
2018
Q2 | $764K | Buy |
3,060
+72
| +2% | +$18K | 0.88% | 25 |
|
|
2018
Q1 | $723K | Sell |
2,988
-184
| -6% | -$44.5K | 0.85% | 26 |
|
|
2017
Q4 | $778K | Buy |
+3,172
| New | +$778K | 0.65% | 28 |
|