LA
LPF 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
Q1 | $2.24M | Sell |
4,357
-1,275
| -23% | -$655K | 1.83% | 11 |
|
2024
Q4 | $3.03M | Sell |
5,632
-12
| -0.2% | -$6.46K | 2.54% | 10 |
|
2024
Q3 | $2.98M | Sell |
5,644
-7
| -0.1% | -$3.69K | 2.55% | 10 |
|
2024
Q2 | $2.83M | Buy |
5,651
+5,095
| +916% | +$2.55M | 2.61% | 10 |
|
2024
Q1 | $267K | Hold |
556
| – | – | 0.27% | 20 |
|
2023
Q4 | $243K | Buy |
+556
| New | +$243K | 0.26% | 21 |
|