NFG
Nations 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 | $3.35M | Buy |
5,889
+198
| +3% | +$112K | 0.23% | 107 |
|
|
2025
Q1 | $2.92M | Buy |
5,691
+896
| +19% | +$460K | 0.22% | 117 |
|
|
2024
Q4 | $2.58M | Buy |
4,795
+84
| +2% | +$45.3K | 0.19% | 137 |
|
|
2024
Q3 | $2.49M | Buy |
4,711
+137
| +3% | +$72.3K | 0.18% | 135 |
|
|
2024
Q2 | $2.29M | Sell |
4,574
-7,261
| -61% | -$3.63M | 0.19% | 128 |
|
|
2024
Q1 | $5.69M | Buy |
11,835
+5,306
| +81% | +$2.55M | 0.48% | 42 |
|
|
2023
Q4 | $2.85M | Buy |
6,529
+2,480
| +61% | +$1.08M | 0.26% | 88 |
|
|
2023
Q3 | $1.59M | Sell |
4,049
-23,243
| -85% | -$9.13M | 0.16% | 153 |
|
|
2023
Q2 | $11.1M | Buy |
27,292
+8,266
| +43% | +$3.37M | 1.09% | 13 |
|
|
2023
Q1 | $7.16M | Sell |
19,026
-1,249
| -6% | -$470K | 0.75% | 21 |
|
|
2022
Q4 | $7.12M | Buy |
20,275
+16,389
| +422% | +$5.76M | 0.8% | 21 |
|
|
2022
Q3 | $1.28M | Sell |
3,886
-51
| -1% | -$16.7K | 0.18% | 136 |
|
|
2022
Q2 | $1.37M | Buy |
3,937
+437
| +12% | +$152K | 0.18% | 139 |
|
|
2022
Q1 | $1.45M | Buy |
3,500
+360
| +11% | +$149K | 0.17% | 140 |
|
|
2021
Q4 | $1.37M | Buy |
3,140
+234
| +8% | +$102K | 0.18% | 136 |
|
|
2021
Q3 | $1.15M | Buy |
2,906
+464
| +19% | +$183K | 0.17% | 150 |
|
|
2021
Q2 | $961K | Sell |
2,442
-130
| -5% | -$51.2K | 0.16% | 164 |
|
|
2021
Q1 | $937K | Buy |
2,572
+104
| +4% | +$37.9K | 0.21% | 133 |
|
|
2020
Q4 | $848K | Buy |
2,468
+412
| +20% | +$142K | 0.22% | 129 |
|
|
2020
Q3 | $633K | Sell |
2,056
-20
| -1% | -$6.16K | 0.2% | 146 |
|
|
2020
Q2 | $589K | Sell |
2,076
-800
| -28% | -$227K | 0.21% | 139 |
|
|
2020
Q1 | $681K | Buy |
2,876
+742
| +35% | +$176K | 0.29% | 103 |
|
|
2019
Q4 | $631K | Sell |
2,134
-12
| -0.6% | -$3.55K | 0.22% | 145 |
|
|
2019
Q3 | $598K | Sell |
2,146
-226
| -10% | -$63K | 0.22% | 143 |
|
|
2019
Q2 | $638K | Buy |
2,372
+981
| +71% | +$264K | 0.42% | 67 |
|
|
2019
Q1 | $361K | Buy |
+1,391
| New | +$361K | 0.25% | 112 |
|
|
2017
Q3 | – | Sell |
-4,404
| Closed | -$978K | – | 166 |
|
|
2017
Q2 | $978K | Sell |
4,404
-75
| -2% | -$16.7K | 0.8% | 30 |
|
|
2017
Q1 | $969K | Sell |
4,479
-1,709
| -28% | -$370K | 0.94% | 28 |
|
|
2016
Q4 | $1.27M | Sell |
6,188
-542
| -8% | -$111K | 1.37% | 15 |
|
|
2016
Q3 | $1.34M | Sell |
6,730
-660
| -9% | -$131K | 1.32% | 15 |
|
|
2016
Q2 | $1.42M | Sell |
7,390
-959
| -11% | -$184K | 1.49% | 12 |
|
|
2016
Q1 | $1.57M | Sell |
8,349
-325
| -4% | -$61.3K | 1.81% | 10 |
|
|
2015
Q4 | $1.62M | Buy |
+8,674
| New | +$1.62M | 2.11% | 9 |
|