PCFFS
Pacific Center for Financial Services’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 | $1.65M | Buy |
2,912
+124
| +4% | +$70.4K | 0.45% | 23 |
|
|
2025
Q1 | $1.43M | Buy |
2,788
+629
| +29% | +$323K | 0.38% | 24 |
|
|
2024
Q4 | $1.16M | Buy |
2,159
+286
| +15% | +$154K | 0.3% | 28 |
|
|
2024
Q3 | $988K | Buy |
1,873
+398
| +27% | +$210K | 0.26% | 30 |
|
|
2024
Q2 | $738K | Buy |
1,475
+7
| +0.5% | +$3.5K | 0.21% | 39 |
|
|
2024
Q1 | $706K | Buy |
1,468
+158
| +12% | +$76K | 0.2% | 38 |
|
|
2023
Q4 | $572K | Buy |
1,310
+4
| +0.3% | +$1.75K | 0.18% | 34 |
|
|
2023
Q3 | $513K | Buy |
1,306
+54
| +4% | +$21.2K | 0.17% | 37 |
|
|
2023
Q2 | $510K | Buy |
1,252
+13
| +1% | +$5.3K | 0.17% | 40 |
|
|
2023
Q1 | $466K | Buy |
+1,239
| New | +$466K | 0.16% | 43 |
|
|
2022
Q3 | $239K | Hold |
729
| – | – | 0.09% | 69 |
|
|
2022
Q2 | $253K | Sell |
729
-168
| -19% | -$58.3K | 0.1% | 69 |
|
|
2022
Q1 | $372K | Buy |
897
+9
| +1% | +$3.73K | 0.13% | 53 |
|
|
2021
Q4 | $388K | Hold |
888
| – | – | 0.16% | 51 |
|
|
2021
Q3 | $350K | Hold |
888
| – | – | 0.15% | 53 |
|
|
2021
Q2 | $349K | Hold |
888
| – | – | 0.15% | 50 |
|
|
2021
Q1 | $323K | Hold |
888
| – | – | 0.15% | 52 |
|
|
2020
Q4 | $305K | Buy |
888
+506
| +132% | +$174K | 0.11% | 51 |
|
|
2020
Q3 | $118K | Hold |
382
| – | – | 0.05% | 73 |
|
|
2020
Q2 | $108K | Hold |
382
| – | – | 0.05% | 75 |
|
|
2020
Q1 | $90K | Buy |
382
+17
| +5% | +$4.01K | 0.06% | 83 |
|
|
2019
Q4 | $108K | Hold |
365
| – | – | 0.05% | 83 |
|
|
2019
Q3 | $99K | Hold |
365
| – | – | 0.05% | 86 |
|
|
2019
Q2 | $98K | Hold |
365
| – | – | 0.05% | 84 |
|
|
2019
Q1 | $95K | Hold |
365
| – | – | 0.05% | 84 |
|
|
2018
Q4 | $84K | Hold |
365
| – | – | 0.05% | 87 |
|
|
2018
Q3 | $97K | Hold |
365
| – | – | 0.05% | 82 |
|
|
2018
Q2 | $91K | Buy |
365
+336
| +1,159% | +$83.8K | 0.05% | 80 |
|
|
2018
Q1 | $7K | Hold |
29
| – | – | ﹤0.01% | 226 |
|
|
2017
Q4 | $7K | Hold |
29
| – | – | ﹤0.01% | 228 |
|
|
2017
Q3 | $7K | Hold |
29
| – | – | ﹤0.01% | 226 |
|
|
2017
Q2 | $6K | Hold |
29
| – | – | ﹤0.01% | 231 |
|
|
2017
Q1 | $6K | Hold |
29
| – | – | ﹤0.01% | 223 |
|
|
2016
Q4 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 231 |
|