PI
Pachira Investments’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 | $14.3M | Sell |
25,227
-838
| -3% | -$476K | 10.83% | 1 |
|
|
2025
Q1 | $13.3M | Sell |
26,065
-4,200
| -14% | -$2.15M | 9.36% | 1 |
|
|
2024
Q4 | $16.4M | Buy |
30,265
+6,130
| +25% | +$3.32M | 10.02% | 1 |
|
|
2024
Q3 | $12.7M | Buy |
24,135
+865
| +4% | +$456K | 9.81% | 1 |
|
|
2024
Q2 | $11.6M | Sell |
23,270
-359
| -2% | -$180K | 10.32% | 1 |
|
|
2024
Q1 | $11.4M | Sell |
23,629
-2,149
| -8% | -$1.03M | 9.28% | 1 |
|
|
2023
Q4 | $11.3M | Sell |
25,778
-1,206
| -4% | -$527K | 9.94% | 1 |
|
|
2023
Q3 | $10.6M | Sell |
26,984
-877
| -3% | -$344K | 11.9% | 1 |
|
|
2023
Q2 | $11.3M | Buy |
27,861
+24,917
| +846% | +$10.1M | 12.2% | 1 |
|
|
2023
Q1 | $1.11M | Buy |
2,944
+104
| +4% | +$39.1K | 4.78% | 8 |
|
|
2022
Q4 | $998K | Buy |
2,840
+14
| +0.5% | +$4.92K | 5.04% | 7 |
|
|
2022
Q3 | $928K | Sell |
2,826
-32,195
| -92% | -$10.6M | 4.13% | 5 |
|
|
2022
Q2 | $12.1M | Buy |
35,021
+265
| +0.8% | +$91.9K | 18.72% | 1 |
|
|
2022
Q1 | $14.4M | Buy |
34,756
+784
| +2% | +$326K | 11.16% | 3 |
|
|
2021
Q4 | $14.8M | Buy |
33,972
+165
| +0.5% | +$72K | 9.57% | 3 |
|
|
2021
Q3 | $13.3M | Sell |
33,807
-227
| -0.7% | -$89.5K | 9.49% | 2 |
|
|
2021
Q2 | $13.4M | Sell |
34,034
-2,498
| -7% | -$983K | 9.41% | 2 |
|
|
2021
Q1 | $13.3M | Buy |
36,532
+1,516
| +4% | +$552K | 9.79% | 3 |
|
|
2020
Q4 | $12M | Sell |
35,016
-860
| -2% | -$296K | 11.51% | 3 |
|
|
2020
Q3 | $11M | Buy |
35,876
+64
| +0.2% | +$19.7K | 14.39% | 2 |
|
|
2020
Q2 | $10.2M | Buy |
35,812
+946
| +3% | +$268K | 18.11% | 2 |
|
|
2020
Q1 | $8.26M | Sell |
34,866
-68,870
| -66% | -$16.3M | 33.13% | 1 |
|
|
2019
Q4 | $30.7M | Sell |
103,736
-3,742
| -3% | -$1.11M | 25.69% | 1 |
|
|
2019
Q3 | $29.3M | Sell |
107,478
-1,753
| -2% | -$478K | 32.6% | 1 |
|
|
2019
Q2 | $29.4M | Sell |
109,231
-2,434
| -2% | -$655K | 32.59% | 1 |
|
|
2019
Q1 | $29M | Buy |
111,665
+400
| +0.4% | +$104K | 26.05% | 1 |
|
|
2018
Q4 | $25.6M | Sell |
111,265
-3,671
| -3% | -$844K | 33% | 1 |
|
|
2018
Q3 | $30.7M | Sell |
114,936
-2,076
| -2% | -$554K | 30.69% | 2 |
|
|
2018
Q2 | $29.2M | Sell |
117,012
-722
| -0.6% | -$180K | 29.91% | 3 |
|
|
2018
Q1 | $28.5M | Buy |
117,734
+137
| +0.1% | +$33.2K | 23.79% | 3 |
|
|
2017
Q4 | $28.8M | Sell |
117,597
-1,922
| -2% | -$471K | 24.16% | 1 |
|
|
2017
Q3 | $27.6M | Sell |
119,519
-2,609
| -2% | -$602K | 24.3% | 2 |
|
|
2017
Q2 | $27.1M | Sell |
122,128
-167
| -0.1% | -$37.1K | 24.4% | 1 |
|
|
2017
Q1 | $26.5M | Buy |
122,295
+5,160
| +4% | +$1.12M | 24.1% | 1 |
|
|
2016
Q4 | $24M | Buy |
+117,135
| New | +$24M | 22.94% | 3 |
|