LFA
LifeGuide 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 | $2.79M | Buy |
4,904
+199
| +4% | +$113K | 1.03% | 14 |
|
|
2025
Q1 | $2.42M | Buy |
4,705
+77
| +2% | +$39.6K | 0.99% | 12 |
|
|
2024
Q4 | $2.49M | Buy |
4,628
+137
| +3% | +$73.8K | 1.07% | 11 |
|
|
2024
Q3 | $2.37M | Buy |
4,491
+15
| +0.3% | +$7.92K | 1.01% | 11 |
|
|
2024
Q2 | $2.24M | Buy |
4,476
+374
| +9% | +$187K | 1.09% | 11 |
|
|
2024
Q1 | $1.97M | Buy |
4,102
+113
| +3% | +$54.3K | 0.99% | 11 |
|
|
2023
Q4 | $1.74M | Sell |
3,989
-951
| -19% | -$415K | 0.92% | 14 |
|
|
2023
Q3 | $1.94M | Buy |
4,940
+142
| +3% | +$55.8K | 1.13% | 12 |
|
|
2023
Q2 | $1.95M | Buy |
4,798
+680
| +17% | +$277K | 1.32% | 10 |
|
|
2023
Q1 | $1.55M | Hold |
4,118
| – | – | 1.25% | 7 |
|
|
2022
Q4 | $1.45M | Buy |
4,118
+332
| +9% | +$117K | 1.25% | 7 |
|
|
2022
Q3 | $1.24M | Buy |
3,786
+663
| +21% | +$218K | 1.22% | 8 |
|
|
2022
Q2 | $1.08M | Buy |
3,123
+716
| +30% | +$248K | 0.99% | 11 |
|
|
2022
Q1 | $999K | Hold |
2,407
| – | – | 0.77% | 14 |
|
|
2021
Q4 | $1.05M | Buy |
+2,407
| New | +$1.05M | 0.78% | 13 |
|