PFWA
Paces Ferry Wealth 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 | $231K | Hold |
407
| – | – | 0.11% | 106 |
|
|
2025
Q1 | $209K | Sell |
407
-227
| -36% | -$117K | 0.1% | 115 |
|
|
2024
Q4 | $342K | Buy |
634
+212
| +50% | +$114K | 0.17% | 81 |
|
|
2024
Q3 | $223K | Hold |
422
| – | – | 0.13% | 109 |
|
|
2024
Q2 | $211K | Hold |
422
| – | – | 0.13% | 109 |
|
|
2024
Q1 | $203K | Buy |
+422
| New | +$203K | 0.13% | 109 |
|
|
2023
Q1 | – | Sell |
-636
| Closed | -$223K | – | 116 |
|
|
2022
Q4 | $223K | Buy |
636
+2
| +0.3% | +$703 | 0.22% | 97 |
|
|
2022
Q3 | $208K | Buy |
634
+43
| +7% | +$14.1K | 0.23% | 91 |
|
|
2022
Q2 | $205K | Hold |
591
| – | – | 0.2% | 101 |
|
|
2022
Q1 | $246K | Sell |
591
-65
| -10% | -$27.1K | 0.2% | 100 |
|
|
2021
Q4 | $286K | Sell |
656
-57
| -8% | -$24.9K | 0.21% | 90 |
|
|
2021
Q3 | $281K | Buy |
713
+1
| +0.1% | +$394 | 0.22% | 93 |
|
|
2021
Q2 | $280K | Buy |
712
+2
| +0.3% | +$787 | 0.21% | 94 |
|
|
2021
Q1 | $259K | Hold |
710
| – | – | 0.23% | 96 |
|
|
2020
Q4 | $244K | Hold |
710
| – | – | 0.22% | 92 |
|
|
2020
Q3 | $218K | Buy |
+710
| New | +$218K | 0.19% | 93 |
|