LFA
Legacy Financial 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 | $439K | Buy |
773
+7
| +0.9% | +$3.98K | 0.07% | 217 |
|
|
2025
Q1 | $394K | Sell |
766
-14
| -2% | -$7.2K | 0.07% | 241 |
|
|
2024
Q4 | $420K | Buy |
+780
| New | +$420K | 0.07% | 219 |
|
|
2019
Q2 | – | Sell |
-226
| Closed | -$59K | – | 884 |
|
|
2019
Q1 | $59K | Hold |
226
| – | – | 0.02% | 252 |
|
|
2018
Q4 | $52K | Hold |
226
| – | – | 0.02% | 237 |
|
|
2018
Q3 | $60K | Hold |
226
| – | – | 0.02% | 230 |
|
|
2018
Q2 | $58K | Hold |
226
| – | – | 0.02% | 225 |
|
|
2018
Q1 | $55K | Buy |
226
+132
| +140% | +$32.1K | 0.02% | 234 |
|
|
2017
Q4 | $23K | Buy |
+94
| New | +$23K | 0.01% | 347 |
|